Episode Details

In the fast-paced and ever-evolving world of financial advising, get ready to discover timely and timeless strategies that help you achieve professional contrast and create enduring value for clients.

In this 50th-episode special, Duncan MacPherson is back with co-author of The Blue Square Method, Chris Jeppesen, Chief of Advisory Practices at First Trust. Gleaning from their life experiences and the success stories of high-performing advisors, they share valuable best practices to achieve long-term growth.

They discuss:

• Why more and more advisors are finding personal rejuvenation in their work
• The upcoming retirement wave in the industry and the opportunities it presents
• A process-driven approach to exhibiting empathy and personalization 
• How AI is revolutionizing financial services
• The power of testimonials in building trust and attracting clients
• And more

Resources:

• “The Blue Square Method” by Duncan MacPherson and Chris Jeppesen
• “Entitlemania: How Not to Spoil Your Kids, and What to Do If You Have” by Richard Watts
• “Touching My Father’s Soul: A Sherpa’s Journey to the Top of Everest” by Jamling Norgay
• “Hurt 2 Hope: Heal the Pain of Loss, Grief, and Adversity” by Dr. Betsy Guerra
• Read AI

Connect With Duncan:

• Pareto Systems 
• 1.866.593.8020
• Schedule a Call
• Duncan on LinkedIn

Connect With Chris:

• First Trust
• LinkedIn: Chris Jeppesen