Timely and Timeless Best Practices - NEW PODCAST Ep 50
Always On with Duncan MacPherson - Timely and Timeless Best Practices with Chris Jeppesen
In the fast-paced and ever-evolving world of financial advising, get ready to discover timely and timeless strategies that help you achieve professional contrast and create enduring value for clients.
In this 50th-episode special, Duncan MacPherson is back with co-author of The Blue Square Method, Chris Jeppesen, Chief of Advisory Practices at First Trust. Gleaning from their life experiences and the success stories of high-performing advisors, they share valuable best practices to achieve long-term growth.
They discuss:
- Why more and more advisors are finding personal rejuvenation in their work
- The upcoming retirement wave in the industry and the opportunities it presents
- A process-driven approach to exhibiting empathy and personalization
- How AI is revolutionizing financial services
- The power of testimonials in building trust and attracting clients
- And more
Stream the new episode of Always On by clicking here: paretosys.co/AODM_ep50
We'd love to hear your thoughts on this episode or answer any follow-up questions. Please feel free to reach out!
