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.
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