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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Introductions vs Referrals
2023-02-22 • 20 second read

It’s an introduction, not a referral. Take the word referral out of your language and focus more on the activity rather than implied productivity. Then, tell people why you do it. It’s rooted in your sense of purpose. Helping people is why you chose this profession, and it’s easily the most fulfilling part of it. Punctuate that by saying, “if you ever happen to introduce someone to me, they do not need to become a client to take advantage of this service. If they are important to you, they are important to me.”

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