Tag Archives: Chris Jeppesen

Timely and Timeless Best Practices with Chris Jeppesen (Ep. 50)

Advisor, Education, Finance, Financial, Uncategorized, , , , , , , , , , , ,

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:

Connect With Duncan:

Connect With Chris:

Promotions:

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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Enough Coasting. Now’s the Time To Climb! With Chris Jeppesen (Ep. 33)

Enough Coasting. Now’s the Time To Climb! With Chris Jeppesen (Ep. 33)

Advisor, Education, Finance, Financial, Uncategorized, , , , , , , , , ,

The financial services industry has experienced colossal changes over the last decade. Today, advisors are on a collision course with commoditization like never before!

As a result, coasting is not an option moving forward. It’s either climbing or fading to irrelevance.

In this episode, Duncan MacPherson speaks with Chris Jeppesen, chief of advisory practices at First Trust, on why advisors need to shift their mindset and focus more on relationship and practice management to grow their business.

They discuss:

  • Insights into The Blue Square Method (and how it differs from The Advisor Playbook)
  • How to identify and address early symptoms of loyal fatigue in clients
  • How to effectively engage your team in a profound gap analysis
  • Four ways to be “always on” and fulfill your clients’ unmet needs
  • What elite, forward-looking professionals are doing to achieve scalable growth
  • And more

Resources:

Connect With Duncan:

Connect With Chris:

Promotions:

About Our Guest:

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.

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Thriving through Market Volatility with Chris Jeppesen (Ep. 24)

Advisor, Education, Finance, Financial, Uncategorized, , , , , , , , ,

When the markets are soaring high, most advisors might do well. But it is during times of high volatility that elite advisors set themselves apart.

They create a professional contrast and an exceptional experience to meet the current demand of clients and prospects, even during a downturn!

In this episode, Duncan MacPherson joins Chris Jeppesen, chief of advisory practices at First Trust, to discuss strategies for alleviating your clients’ anxiety amidst current market turbulence and the progression and evolution of top financial professionals today.

Chris discusses:

  • How to restore your clients’ confidence in you using the ECA framework (empathy, context, and action)
  • How to maintain relevance as financial services get commoditized
  • The much-needed shift from transactional salesmanship to directional stewardship
  • Sneak peek into the new book “The Blue Square Method” (and how it will benefit fee-for-service professionals)
  • And more

Resources:

Connect With Duncan:

Connect With Chris:

Promotions:

About Our Guest:

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.



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Transitioning to a Multi-Family Office to Accelerate Your Growth With Chris Jeppesen

Advisor, Education, Finance, Financial, , , , , , ,

Have you ever had one of your best clients leave because they felt they outgrew you?

If yes, you are not alone! In fact, such high-net-worth clients often leave in search of a turnkey, tethered solution.

In this podcast, Duncan speaks with Chris Jeppesen, chief of advisory practices at First Trust. They talk about why multi-family offices (MFOs) are becoming increasingly relevant, and how this holistic wealth management approach helps advisors accelerate their growth (both personally and professionally).

Duncan and Chris discuss:

  • The ideal number of clients you should serve to elevate your client experience
  • Three questions to help you determine if an MFO model is right for you
  • What it means to build a “brand within a brand” — and how it benefits you
  • The pursuit of self-actualization for today’s advisors
  • And more

Resources: 

Connect With Duncan MacPherson:

Connect With Chris Jeppesen:

About Our Guest:

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.

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