Smooth Move:
Mastering the Transition When Switching Financial Advisor Firms
Includes Q&A
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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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Professional Scarcity
2022-12-02 • 20 second read

Remove the mystery for the world around who your ideal client is. People who chase speak in terms of who they are looking for, people who attract speak in terms of who they are suited for. Professional scarcity conveys that you are not all things to all people. You are all things to some people. Define this on a sheet of paper that is client-facing. Show it to them as you are telling them that you only accept new clients that are introduced to you, and assuming there is a good fit.

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