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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Technologies Impact on the Client Experience
2022-01-25 • 20 sec

You have the clients who deserve a lot of attention and then you have the clients who need your attention. Your most deserving clients are often the least demanding. They’re busy, they’re successful, they’re respectful of your value, and sometimes we take them for granted. However, these are the clients we really want to competitor-proof, maximize and replicate. We want to make sure you’re not spending time with those who need your service at the expense of those who deserve your service. Use technology to help ensure consistency with these clients and in your ongoing service model.

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