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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Client Expectations
2022-12-29 • 20 second read

Depending on the experience you provide, you can meet, exceed, or fall short of client expectations.

And guess what? Your clients never forget two out of those three scenarios: Exceeding and falling short of expectations.

Plus, it is crucial that your clients know about the great work you do for them i.e., they appreciate you!

Learn more about exceeding client expectations and improving practice management in the latest episode of Always On with Duncan MacPherson by clicking here: paretosys.co/AODM_ep32

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