Six years after ’The Advisor Playbook’, financial professionals are that many years further down their path with new needs and evolved ambitions. After hundreds of interactions with some of the best teams in the business, Chris Jeppesen and Duncan MacPherson have captured the mindset and best practices of those who are continuing to evolve and grow.
The Blue Square Method is a philosophy and process for the enlightened fee-for-service professional who is striving to unlock the next level of both quantitative and qualitative results. Panoramic success requires continual refinement and optimization both personally and professionally. This actionable playbook is designed to put you on a predictable trajectory and ensure you never plateau.
Visit thebluesquaremethod.com to order your copy!.
Proven Strategies Blog
There is an art and science to working ON yourself and ON your business. We’ve experienced first-hand that you can learn a lot from reading a book. You can learn even more from writing one. The exercise of creating something is powerful. It forces you to dig deep and study a subject in a more meaningful way, and that knowledge can be retained. It takes you to an experiential reality rather than a theoretical one. Coaches are notoriously “often wrong but never in doubt”. By that we mean, they have confidence in their ideas and strategies that are both timely and timeless, and they can have immense persuasive impact, but they too can be lacking in customization and implementation longevity. Square peg, meet round hole. We spent the past several years playing at a high level - interacting with some of the most accomplished F4S professionals in existence - and extracted those observations, shaped it all into this book and expanded our relevance in the process.
This is an excerpt of the upcoming book The Blue Square Method by Duncan MacPherson and Chris Jeppesen. Download Chapter 1 for free now at: TheBlueSquareMethod.com
There is a profound difference between doing something because of compliance and obligation and doing something because of deeply seated desire. One of the many examples we’ve seen that personifies the human spirit in terms of self-motivation comes from the world of athletics.
In this excerpt from episode 24 of the ‘Always On with Duncan MacPherson’ podcast my guest Chris Jeppesen and I discuss how market forces are driven by human nature, and we share some stories on how that is playing out right now.
Remember: Most limitations are self-imposed. There is a process to achieve both consistent organic and scalable growth and they are interconnected through conversion and convergence without compromising your values, personal health and wellness or work-life balance. We get it. If you’re a parent we know that you’ve got about 18 summers with your kids and those 18 years will come and go very quickly. We want you to cherish that time as you flourish professionally. We’ve seen where, in an attempt to grow, the wake of disruption on the home front has been colossal. Remember that old saying - you’re only as happy as your least-happy child - but you can have it all. You might not be able have it all at once, but your trajectory aims you and your momentum can incrementally compound, moving you to a personal and professional inflection point.
This is an excerpt of Duncan MacPherson and Chris Jeppesen’s new book ’The Blue Square Method’. Download Chapter 1 for free now at: TheBlueSquareMethod.com
Planning, philosophy and process are all interdependent. Educating a prospective client as to why this is – or re-framing your value with an existing client through the three Ps – helps them buy into your positioning as a professional consultant.
Franchise-readiness can provide scalable growth with additional protégés, too. Consider the younger people in your sector who are trying to break through, but because of the many headwinds they are starting to wonder if they will be viable five years from now. Without reinventing the wheel they can adopt, master and deploy your proprietary best practices to unlock a vein of gold that was dormant within their business, while liberating themselves to focus on what they enjoy doing - and you both can participate in that lift. As a financial professional client of ours who has cracked this code would say, "Why would I bring on another 100 clients when I could bring on one advisor with 100 clients?"
This is an excerpt of Duncan MacPherson and Chris Jeppesen’s new book ’The Blue Square Method’. Download Chapter 1 for free now at: TheBlueSquareMethod.com
We’ve come to truly appreciate the spirit of McNamara’s Fallacy, though we may challenge the notion that if you can’t measure something, you can’t manage it, in some cases. In business, we can’t live solely by the metrics, especially as a fee-for-service professional. No matter how thinly you slice it, there are always two sides – in this case we mean the measurable and the meaningful…
In this excerpt from episode 24 of the ‘Always On with Duncan MacPherson’ podcast my guest Chris Jeppesen, and I discuss a great formula to frame your conversations in this time of market volatility.
Earlier, advisors fixated on credentials, designations, and technical abilities.
However, the industry has now shifted from transactional salesmanship to directional stewardship. As financial services get commoditized, advisors need to offer more.
In this episode, Chris Jeppesen and I discuss how advisors can create professional contrast and grow their practice.
