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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A FORMula to Decommoditize You
2018-10-30 • 3 min video

Elevate the enterprise value of your business and the quality of the clients you manage. In a knowledge for profit business your client relationships are your assets – not the services you provide. In this episode of the 5 Minute Fix, Duncan explains how to focus on why a client is a fit and should enter a relationship with you – not how you are going to implement your services, or what those services are.

To learn more about increasing your enterprise value by implementing a fit process, check out the Total Client Engagement consulting program and take the first step to the next level: www.paretosystems.com/total-client-engagement

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