Uncover Your Blue Square

We're talking about more than just money and quantitative success.
We're also talking about qualitative success: amplifying your sense of gratitude, purpose, balance and fulfillment.
About the Authors
The Blue Square Method
The Blue Square Method is a philosophy and process for the enlightened fee-for-service professional who is striving to unlock the next level of both quantitative and qualitative results. Panoramic success requires continual refinement and optimization both personally and professionally. This actionable playbook is designed to put you on a predictable trajectory and ensure you never plateau.
Order your copy of The Blue Square Method
Hardcover and Kindle copies available through Amazon
Audio Book available through Audible
eBook formats available through SmashWords
Bundle Offers
TWENTY hardcover copies or more: $40 USD each
Book
Order twenty books or more and get:
  • Free shipping
  • Virtual presentation with Duncan MacPherson (45 minutes)
  • Blue Square Method Implementation Packs
FIFTY hardcover copies or more: $40 USD each
Book
Order fifty books or more and get:
  • Free shipping
  • Virtual Workshop with Duncan MacPherson (90 Minutes)
  • Blue Square Method Implementation Packs
About the Authors
Duncan MacPherson

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

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.

Table of Contents

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

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