Smooth Move:
Mastering the Transition When Switching Financial Advisor Firms
Includes Q&A
Watch On Demand
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 Attraction
2018-11-30 • 20 second read

When it comes to clients, the Law of Attraction means that, if we want to attract attractive clients, we have to make ourselves more attractive than their current provider based on professional contrast.

Our Blue Square Method clients learn to enhance their personal branding to make them stand out from the crowd. See if Blue Square is a fit for you: www.paretosystems.com/blue-square

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