The ON-Ramp to Growth - The Blue Square Method
Includes Q&A - with Duncan and Chris
Watch On Demand
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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Collaboration with fellow professionals.
2022-05-27 • 20 sec

One of the best ways to enhance your value proposition is by collaborating with fellow professionals.

Learn how you can make estate planning for clients highly process-driven and collaborative in this new episode of Always On with Duncan MacPherson by clicking the link below:

Always On with Duncan MacPherson  

#AlwaysOnWithDuncanMacPherson #Podcast #clientservice #estateplanning #referrals #businessdevelopment #practicemanagement #wealthmanagers #financialadvisors #advisors

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