The Blue Square Method

by Duncan MacPherson, Chris Jeppesen

Overview

The Blue Square Method
The Mindset and Best-Practices of Top Fee-For-Service Professionals

The Blue Square Method is a philosophy and process for the enlightened fee-for-service professional who is striving to grow on their own terms. 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.

About the Authors:
Duncan MacPherson and Chris Jeppesen have developed an unrivalled reputation for showing fee-for-service professionals how to attract and keep great clients and achieve professional contrast through the deployment of a sustainable process.

Product Details

BN ID:	2940165867576
Publisher:	Duncan MacPherson
Publication date:	07/04/2022
Sold by:	Smashwords
Format:	eBook
File size:	2 MB

About the Author

About 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.

I live in Kelowna, British Columbia, Canada. You can also find me on Linked in at ca.linkedin.com/in/duncanmacpherson.

About Chris Jeppesen
I am 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.
As the Head of Advisory Practices, my 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. First Trust has helped develop this model through a broad range of investment, advisory and management solutions and I am proud that First Trust has been nationally recognized for this solution-based approach.
The Advisor Playbook is the culmination of my years of practice management and seeing financial advisors achieve success through these proven methods and strategies.