It's Fit, not a Minimum

Smooth Move:
Mastering the Transition When Switching Financial Advisor Firms
Includes Q&A

Tuesday, April 23^rd 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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It's Fit, not a Minimum

2023-04-03 • 20 second read

Part of the exercise is just revisiting the ideal client profile. Who is the ideal client? Who is the most deserving client?

This is an excerpt from episode 37 of the ’Always On with Duncan MacPherson’ podcast with guest Terry Gronbeck-Jones. Click here to watch on YouTube

Find links to the entire episode by clicking here: paretosys.co/AODM_ep37

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