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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Advocates determine the Value of Your Business
2019-03-13 • 20 second read

After completing a client classification process, you will be able to identify three types of clients: Customers, clients and advocates. The value of your business has virtually nothing to do with how many clients you have and everything to do with how many advocates you have.

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