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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Don't be a Lightning Rod
2018-11-21 • 20 second read

Consistently attract and associate with clients who are philosophically aligned with you. When there's turbulence, you don't dread the number of your best clients on the call display because they're not calling to blame you. They're calling to ask you how you're doing. It's the unenlightened client that uses you as their lightning rod and I would suggest you respectfully and professionally disassociate. If somebody’s views and philosophy are not in sync with yours, it's going to hurt you more than it helps you.

Learn how to attract and maintain clients who buy into your philosophy and processes. Join me at Mastermind in Palm Springs, CA early next year where we discuss this and much more. For dates and more info, visit: www.paretosystems.com/mastermind

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