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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Have Clients Focus On What You Are Worth
2022-02-25 • 20 second read

Many people still think of professional advisors as salespeople on commission. Your actions on a daily basis will either validate that or prove them wrong. This is why I spend a lot of time deprogramming our advisor clients and replacing their sales approach with a consultative approach. That shift allows them to implement a service model that ensures their clients focus on what the advisor is worth, rather than what he or she costs.

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