Smooth Move:
Mastering the Transition When Switching Financial Advisor Firms
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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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Never Negotiate Your Value
2022-02-28 • 20 second read

Don’t negotiate your value to get someone’s business. You’re not a broker. There’s no salesmanship. You don’t lower fees to try to win a sale. That’s not how it works. Your professionalism as a consultant is your value, and if you cheapen that, you make yourself less attractive and easier to dismiss.

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