Smooth Move:
Mastering the Transition When Switching Financial Advisor Firms
Includes Q&A
Watch On Demand
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.
Close
Coaching Financial Advisors for over 25 years1.866.593.8020
Home
Speaking
Partners
Contact
Pareto Academy Login
Blog Posting Image
Professional Contrast
2023-01-04 • 20 second read

Always have an extra chair in the room (some even have an artistic picture of an empty chair on the wall) to symbolize the prospective client’s current provider being in the room with you. The idea here is to think in terms of professional contrast, with an emphasis on self-evident professionalism. It’s a mindset technique to ensure you are sitting up straight and bringing your A-game to the meeting – not by chasing or competing – by being the most attractive option the prospective client will ever have.

Pareto Systems
Thank you for submitting the online form. A Pareto Systems representative will contact you within 24 hours or the next business day.