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:
Promotions:
- The Blue Square Toolkit™ by Pareto (Start your 14-day free trial today!)
- ProudMouth – Be Your Own Loud
About Our Guests:
Chris Jeppesen is the head of advisory practices at First Trust, a firm known not only for its robust investment product line which includes UITs, ETFs, SMAs, and VAs (to name a few) but also for its commitment to the growth of financial advisors. First Trust has dedicated many years to finding (and investing in) creative ways to help financial advisors grow their practices. Chris’ goal over the last 18 years has been to give financial advisors the tools to develop an efficient business model focused on building long-term client trust and loyalty. Chris is also the co-author of The Advisor Playbook and The Blue Square Method.
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