Smooth Move:
Mastering the Transition When Switching Financial Advisor Firms
Includes Q&A
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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The Review Meeting is Obsolete
2022-12-06 • 2 minute read

The idea of getting together with a client to rehash something that has already happened is just one reason why some of your clients might brush it off and tell you, “Hey it’s all cool. I’m busy, I trust you. Whatever you think.” You might convince yourself that it’s great that your client feels that way. It’s not great. It’s great that they trust you, but not great that they don’t see the merit in getting together. That’s where loyalty fatigue and drifting are born. The noise-cancelling headphones are now officially off and competitor messages are going to be heard…

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