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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Complimentary Webinar Invitation: Achieve Total Client Engagement
2022-03-11 • 20 second read

In this actionable, fast-paced webinar on Thursday, March 24th at 12:00 PM ET, Duncan MacPherson, co-author of The Advisor Playbook, outlines a proven approach that enables advisors to consistently communicate and demonstrate their value.

Advisors need to deploy a stewardship model, as there are two types of advisors: 1) Salespeople who focus on Products, Pricing, and Performance and 2) Consultants who focus on a Philosophy, Planning Strategy, and Process.

Advisors need to ensure that they:

> Position themselves as a consultant
> Have clients focus on how much they are worth rather than what they cost
> Competitor proof their best clients
> Turn their best clients into advocates
> Gain full empowerment from their clients

Click here for complimentary registration

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