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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Find the Time to Increase Your Productivity
2022-09-27 • 20 second read

One of the biggest factors conspiring against change is time. For many of us, there doesn’t seem to be enough time - but is that true? Time is the one thing we all have the same amount of. A key distinction is moving beyond a mindset of time management to time allocation. How do you allocate your investments of effort?

When many people max out and realize that something has to give, often the first action they take is to work longer hours, start prioritizing and or delegating tasks and even reassigning clients. That’s a good start, but often superficial and unsustainable. Ultimately, we don’t want you to work harder...

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