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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Law of Familiarity
2018-11-23 • 20 second read

When it comes to relationships, the more familiar a relationship becomes, the more things can be taken for granted. Value gets trivialized. It works both ways. We can fall into that trap because our most deserving clients are often the least demanding, so we can sometimes take them for granted.

Maintain and enhance your client relationships to avoid falling victim to the Law of Familiarity, click here to learn more www.paretosystems.com/total-client-engagement

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