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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Convert Customers into Fully Empowering Clients
2022-05-20 • 20 second read

Clients don’t just buy something, they buy into something. Moving customers who are just “buying something” into a client role can reveal a vein of gold, and that shift can come about when you go back and treat your existing customers as prospective clients. Reintroduce yourself, your process and your value to gain that empowerment.

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