Smooth Move:
Mastering the Transition When Switching Financial Advisor Firms
Includes Q&A
Watch On Demand
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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The Crafted 'Fit' Process
2022-12-30 • 20 second read

Our consulting clients no longer (or never did) use pitch books or presentation decks. They use a beautifully crafted fit process. When they meet a prospective client for the first time, they pump hands and exchange pleasantries and then they say, “I hope you don’t mind but I looked you up and visited your website out of curiosity after our initial call. What really caught my eye was (something very personal but perhaps obscure that many might not notice or ask about).” The first goal is always to be interested. Being interesting is always a distant second because you learn nothing about someone by dominating the conversation.

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