Smooth Move:
Mastering the Transition When Switching Financial Advisor Firms
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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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The importance of competitor-proofing
2018-02-23 • 20 second read

One of the biggest benefits of a personal branding strategy is that it ensures your clients fully understand and appreciate the value you provide for them. That, in turn, helps insulate them from competitive factors. Yes, branding impacts client acquisition because your clients can describe you and articulate your value to someone else in a compelling way, but you also can’t underestimate the importance of competitor-proofing.

Excerpt from The Advisor Playbook: https://www.amazon.com/Advisor-Playbook-Liberation-Personal-Professional/dp/B01MQVORIW

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