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.
Close
Coaching Financial Advisors for over 25 years1.866.593.8020
Home
Speaking
Partners
Contact
Pareto Academy Login
Blog Posting Image
The Goal with Branding
2022-10-26 • 20 second read

The goal with branding is to demystify your value so that everyone who interacts with you understands and appreciates your value fully and completely. You can communicate and demonstrate your value, differentiate your value and capitalize on your value. When you consider the productivity spectrum, starting with maintenance for what you have, all the way to attracting what you want, addressing the gaps in relationship management might shock you in terms of the degree of impact it has.

This is an excerpt from Duncan’s new book, ‘The Blue Square Method’, that he wrote with co-author Chris Jeppesen. Download Chapter 1 for free: thebluesquaremethod.com

Pareto Systems
Thank you for submitting the online form. A Pareto Systems representative will contact you within 24 hours or the next business day.