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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Have you heard about the Rule of Three?
2023-01-06 • 30 Sec

Everything you do that has three or more steps must be documented. Once you document your processes, they become your intellectual property!

This week on the Always On podcast, Chris Jeppesen and I explain how you can turn your client experience into intellectual property that is difficult to replicate for competitors.

Always On Podcast Episode 33 out now - Click here to listen.

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