How to Use Technology to Build a More Predictable and Sustainable Business
Includes Q&A - with Duncan
Thursday, June 2nd at 12 pm ET
Does your technology help you to create a consistent client experience? Can you deploy duplicable systems? Are you leveraging technology to become more efficient? Join Duncan MacPherson, founder of Pareto Systems and author of 'The Blue Square Method', as he discusses implementing best practices through technology.
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Pre-sales are NOW open for The Blue Square Method!
2022-05-12 • 20 second read

Six years after ’The Advisor Playbook’, financial professionals are that many years further down their path with new needs and evolved ambitions. After hundreds of interactions with some of the best teams in the business, Chris and I have captured the mindset and best practices of those who are continuing to evolve and grow.

The Blue Square Method is a philosophy and process for the enlightened fee-for-service professional who is striving to unlock the next level of both quantitative and qualitative results. Panoramic success requires continual refinement and optimization both personally and professionally. This actionable playbook is designed to put you on a predictable trajectory and ensure you never plateau.

Visit thebluesquaremethod.com to see the limited time pre-order offers.

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