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!