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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Start with the Top 20%
2022-03-29 • 2 minute read

If you want to improve your productivity, the best place to start is by examining your activities. Look no further than the Pareto principle, also known as the 80/20 rule. In most cases, about 80 percent of your business stems from about 20 percent of your clients. It makes sense, therefore, that you consistently invest 80 percent of your time – both pro-actively and reactively – on that 20 percent.

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