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.
Close
Coaching Financial Advisors for over 25 years1.866.593.8020
Home
Speaking
Partners
Contact
Pareto Academy Login
Achieve Professional Contrast
2023-12-05 • 1 min video

When you connect and interact with a prospective client, especially if they’ve been introduced to you by an advocate, your fit process is designed to differentiate you in a way that demonstrates how elevated you are to their soon to be former provider. After all, as the saying goes, for you to get hired, their existing provider has to get fired.

But your value is bought, not sold. Your CRM should enable you to stand out from the pack in a methodical and sequential manner so that you can attract new clients and never have to chase them.

Learn more at www.toolkitcrm.com

Pareto Systems
Thank you for submitting the online form. A Pareto Systems representative will contact you within 24 hours or the next business day.