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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STOP asking for Referrals!
2023-02-15 • 20 second read

Everything we’ve discussed to this point will make you undeniably more refer-able, but there is one more piece that needs to be put into place to convert referability into a steady stream of good quality introductions: Communication. You must always position and articulate the concept of an introduction as a service you are providing, not as a tactic to drive your business.

Download Chapter 1 of The Blue Square Method for free now at: thebluesquaremethod.com

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