- Free shipping
- Virtual presentation with Duncan MacPherson (45 minutes)
- Blue Square Method Implementation Packs
- Free shipping
- Virtual Workshop with Duncan MacPherson (90 Minutes)
- Blue Square Method Implementation Packs
Duncan MacPherson is a thought leader, best-selling author and popular key-note speaker. As the CEO of Pareto Systems, a practice management and business development consulting firm, he has spent the last 25 years dedicated to improving the productivity of fee-for-service professionals. His guiding philosophy that stewardship is more attractive than salesmanship, has helped thousands of professionals deploy a process to unlock their full potential both personally and professionally.
Chris Jeppesen is a best-selling author, speaker in high demand, and 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. As the Head of Advisory Practices, Chris's goal over the last 20 plus years has been to give financial advisors the tools to develop an efficient business model focused on building long-term client trust and loyalty.
Chapter 1: The Blue Square: True North
Chapter 2: The Origins of Our Approach
Chapter 3: An Enlightened Philosophy
Chapter 4: First, Get Clear on Your Gaps
Chapter 5: Then, Develop a Branding Strategy
Chapter 6: And Then, Reframe Your Existing Relationships
Chapter 7: ONside - Our Process for Sifting Prospects from Suspects
Chapter 8: ONboard - Our Process for Fast-Tracking New Clients to Advocates
Chapter 9: ONgoing - Our Process for Total Client Engagement
Chapter 10: ONwards - Our Process for Responding to Moments of Truth
Chapter 11: Bench Strength - Our Process for Team Development
Chapter 12: Inflection Point - Our Process for Shifting from Organic to Scalable Growth
Chapter 13: The Torch - Your Legacy and the Mentor-Protégé Dynamic
Chapter 14: Resources - Translating Relevant Ideas into Measurable Results
