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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Make Your Clients the Voice You Listen To
2021-10-25 • 20 second read

As clients share their aspirations, goals, and concerns, connect those with your value and deliverable. Make that part of your branding strategy and your process. Showing you understand and are listening will elevate your perceived value - and they’ll help you differentiate yourself from the vast majority of providers. Tracking and responding to those concerns should always be high on your list of priorities.

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