Smooth Move:
Mastering the Transition When Switching Financial Advisor Firms
Includes Q&A
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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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When the world starts to also appreciate your practice and your process...
2022-08-31 • 20 sec

When the world starts to also appreciate your practice and your process, the professional contrast that builds predisposition for advocacy grows dramatically. Call them evangelists, raving fans or cheerleaders - the bottom line is people start going out of their way to introduce people to you. Make no mistake, we will never trivialize your qualities, skills and intentions as a person - just remember, those aren’t proprietary. Your best practices and your panoramic process are. As a result, because of increased advocacy, you are essentially making money while you sleep.

This is an excerpt of Duncan MacPherson and Chris Jeppesen’s newly released book: The Blue Square Method. Download Chapter 1 for free now at: TheBlueSquareMethod.com

#practicemanagement #businessdevelopment #success #mindset #business #thebluesquaremethod

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