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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Creating Professional Contrast
2022-07-29 • 20 second read

Earlier, advisors fixated on credentials, designations, and technical abilities.

However, the industry has now shifted from transactional salesmanship to directional stewardship. As financial services get commoditized, advisors need to offer more.

In this episode, Chris Jeppesen and I discuss how advisors can create professional contrast and grow their practice.

Tune in now (or download it for later) by clicking here

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