Smooth Move:
Mastering the Transition When Switching Financial Advisor Firms
Includes Q&A
Tuesday, April 23rd at 12 pm ET
Considering a Move to a New Financial Advisor Firm? This webinar is designed for financial advisors contemplating or navigating a firm transition. Industry veteran Duncan MacPherson, CEO of Pareto Systems, will guide you through the key considerations for a smooth transition for you and your clients.
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The Art and Science to Navigating Your Clients
2020-04-15 • 20 second read

There is an art and science to navigating your clients through storms. Balance your technical ability with empathy and listening. Strength comes from wisdom, courage and caring - remind them that you care about what they care about. After all, you can't count everything that counts.

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