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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He Probably Won't Accept You as a Client
2022-11-14 • 2 minute video

In this excerpt from episode 31 of the ‘Always On with Duncan MacPherson’ podcast, my guest Thane Stenner, and I discuss how the influence you have on your client relationships can dramatically impact how a client not only feels about their belonging to your community, but how they articulate that to someone else. I joke that your clients may go as far as saying “he probably won’t accept you as a client”, when introducing a friend or family member, helping to ensure you are only bringing on those clients that you are best suited to work with.

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