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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Webinar Replay: How to Attract Business Owners
2023-05-02 • 20 second read

Replay Link: www.paretosystems.com/webinars

Many Advisors focus on developing relationships with business owners as they are a natural fit and considered ideal clients. In fact, these clients are not unlike you, they have a similar mindset, are entrepreneurial and devoted to the enterprise value of their business.

How do you become indispensable to them? How do you help them understand the alignment between what they want to accomplish and your expertise? How do you attract business owners and future pace the relationship to last long after a liquidity event?

During this presentation, learn how to:

•  Align yourself with business owners

•  Position yourself as a conduit for purposeful business succession

•  Capture assets outside of your process

Watch the replay of this informative Go-to-Webinar webcast by clicking here: www.paretosystems.com/webinars   

 

 

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