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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Build Interest with Social Proof
2021-08-12 • 1 min video

Amplify and project some professional scarcity. Describe more about “who you work with” as opposed to “what it is you do.” Target subjects your clients and prospective clients relate to and care about and they will be interested, not dismissive.

This video is an excerpt of the “Video Skills Will Carry You Far” video available now on YouTube. To watch the entire video click here: https://youtu.be/QGs-zjgvl8E

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