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.
Close
Coaching Financial Advisors for over 25 years1.866.593.8020
Home
Speaking
Partners
Contact
Pareto Academy Login
Blog Posting Image
Are You Fighting for the Wrong Clients?
2019-09-09 • 20 second read

When a client is relentless on fee negotiation and you are tempted to back down, ask yourself “are you fighting for the fees, or are you fighting for the relationship?”

If the answer is the relationship, is this client a ‘AAA’ client? If they have the assets, do they also have the attitudinal qualities and the advocacy?

If you can’t answer yes to those questions, what does this relationship look like in three to five years - and do you want to walk that road?

Pareto Systems Consulting Clients learn to focus their efforts on the clients that matter most and never need to negotiate their value. Learn more about our consulting programs: https://www.paretosystems.com/one-to-one-coaching.html

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