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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Relationship-centered, Long-term Engagements
2022-12-07 • 20 second read

As we’ve said, an essential best practice is to never negotiate your value in order to win business. You are starting a long-term, sometimes multigenerational relationship that should not be started by lowering your fees. Sure, it’s fun to grind on a new car or the price of a hotel room, but these are transactions. The enlightened never try to win a negotiation when it comes to a relationship-centered, long-term engagement.

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