The ON-Ramp to Growth - The Blue Square Method
Includes Q&A - with Duncan and Chris
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Join Duncan MacPherson and Chris Jeppesen as they dive deep into their new book 'The Blue Square Method.' Six years after 'The Advisor Playbook', financial professionals are six years further down their path with new needs and evolved ambitions.
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2022-08-03 • 20 second read

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:


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