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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The Seventh Pillar: Becoming a Life Coach
2021-10-04 • 6 min video

This is video four of the Seventh Pillar series, titled: Becoming a Life Coach. There is a cumulative effect that comes from adopting a panoramic goals-based planning approach and developing a Value Added Support Team or V.A.S.T. Referral Network.

In addition to amplifying your fee worthiness you also become indispensable to a client because your trusted advisor status gets even stronger.

The world has become noisier, surreal, and in some cases downright bizarre. While I’m very optimistic about the light at the end of the tunnel, in the meantime, I’d like you to consider just re-imagining your relevance to a client’s life. 

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