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The Advisor Playbook

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THE ADVISOR PLAYBOOK

If you are like most professional advisors you do a lot of things right and you have a valuable business, but you also know there are untapped opportunities, overlooked vulnerabilities and un-met needs that can undermine your full potential.

The Advisor of the Future has evolved from a mindset of salesmanship to stewardship. In the process, they strive to de-commoditize their value and de-personalize their business to increase intrinsic value.

Duncan MacPherson and Chris Jeppesen have developed and refined a process that will enable you to identify your gaps and address them in a professional and predictable manner to unlock a higher level of productivity and efficiency in your business.

CRACK THE CODE IN THE FOLLOWING AREAS:

  • Competitor-proofing your best clients
  • Maximizing client relationships over the long term
  • Attracting referrals predictably
  • Engaging Strategic Partners
  • Running your business so it doesn't run you

THE ADVISOR PLAYBOOK IS IDEALLY SUITED FOR:

  • Financial professionals
  • Insurance specialists
  • Estate planning attorneys
  • Accounting professionals
  • Trust specialists
  • All knowledge-for-profit professionals

THE AUTHORS

The Advisor Playbook Authors
Duncan MacPherson
Client Acquisition & Practice Management Specialist
Chris Jeppesen
Chief of Advisory Practices at First Trust