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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Branding is a Lasting Impression
2022-11-16 • 20 second read

Branding is not just a first impression, though. It’s a lasting impression. Professional contrast is not a one-off event. It is something that must occur on an ongoing basis for as long as the relationship exists. In the spirit of advocacy, branding impacts how you are perceived and how you are described. In part, it’s fueled by how you articulate, communicate and demonstrate your value to stand out from the pack. It’s a sequential flow of value, communicated so that somebody can understand and appreciate everything your value does in an ascending way, and then it’s your consistent execution that backs it all up after the person opts in.

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