Shaping Your Branding Strategy
Includes Q&A
Tuesday, July 25th at 12 pm ET
Join Duncan MacPherson, co-author of The Advisor Playbook and The Blue Square Method, for this fast-paced webinar as he explores the essentials of shaping a powerful branding strategy. Duncan will focus on viewing your brand from your clients' perspective and leveraging that insight to create a compelling and authentic brand.
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Coaching Financial Advisors for over 25 years1.866.593.8020
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Jeff Ambrose

Jeff Ambrose has over 20 years of experience in the financial services industry working with successful advisory teams through his wholesale relationships. He has consistently met and exceeded goals in every aspect of his career; growing revenue with existing clients, attracting new clients, and turning around failing territories resulting in consistent promotions leading up to Senior Vice President and, most recently, Partner.

Jeff's success in the industry has been driven by his talent for crafting winning strategies. Putting relationships first, focusing on value that is accretive to an advisor's practice, and positioning himself as a true strategic partner has allowed him to enjoy tremendous success at the firms he's represented. His passion, and his talent as a mentor and coach, became well-known to his leadership, peers and advisors. He has been dedicated to helping advisors implement strategies to grow their business; such as turn clients into advocates, and competitor-proof and brand their practice. Jeff now works with select groups of advisors helping them attain their professional and personal goals through proven Pareto processes.


More About Jeff Ambrose

Jeff was born and raised outside Boston, Massachusetts. He attended the University of Massachusetts at Amherst where he earned his Bachelor of Science in Psychology. Today he lives on the South Shore of Massachusetts with his wife, their daughter and three boys. Baseball fields, basketball courts and dance recitals are constants in the Ambrose household. In addition to being a chauffeur and coach, Jeff is passionate about physical fitness and has a love for boxing, two things that have become bonding activities for his whole family.


Virtual presentations start at: $2,500 USD

In-person Speaking Fee starts at: $7,500 USD

See if Jeff is a fit for your next conference, meeting or event:

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