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.
Coaching Financial Advisors for over 25 years1.866.593.8020
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Skate to Where the Puck is Going
2024-03-18 • 2 minute video

Discover the transformative strategies Alex employs to help financial advisors not only elevate their branding and stand out in a crowded market but also harness the power of client engagement through testimonials and reviews. Delving into the philosophy of "skating to where the puck is going," this discussion explores the dual importance of marketing for both attracting new clients and retaining current ones.

This is an excerpt from episode 55 of the Always On with Duncan MacPherson podcast featuring Seth Diener, owner of Diener Money Management, and Alex Lerch, director of Oak & Stone Advisor Marketing.

Stream the new episode of Always On by clicking here:

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