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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Be Congruent
2020-01-03 • 20 second read

Think about congruency. Being congruent means I would never tell you to do something I wouldn't do myself. It means I would never say something about someone that would be different if they were present or not. Ultimately what it communicates is 'I do what I say'.

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