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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From Vapor to Paper
2022-03-15 • 2 minute read

Professionalizing every aspect of your business - from your agendas to your onboarding process to your office itself - and infusing each element with your brand, governed by replicable process, is the key to moving from the business running you, to you running the business. Documenting your process absolutely builds enterprise value.

If you’re going to tell people you have a process, it helps to actually have one. You can’t just tell them about it, either. You have to show it to them.

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