From Advisor to CEO
Includes Q&A - with Duncan
Tuesday, December 13th at 12 pm ET
There is a shift happening right now, where advisors are dusting off old habits and mindsets, and achieving new levels of growth. Join Duncan MacPherson, in this actionable webinar, as he discusses his experiences with advisors transitioning from their traditional role to CEO.
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Advocates don't endorse.
2022-06-29 • 20 second read

They take action and they introduce people to you. Clients can bring people they know to the red-zone, advocates bring them into the end-zone. They are the people who call you up and say, “Hey, you’ve got to do me a favor. My friend is going through some issues right now and I outlined your process and told him I’d make an introduction. I know you’re busy, but do me a favor and talk to him.” Does it get much better than that? Advocates are the ultimate asset. They increase in value over time and they pay dividends in the form of new client acquisition through introductions. They are the ultimate profit center and recurring revenue stream. Let’s increase the frequency of that happening. This is an excerpt of the upcoming book The Blue Square Method by Duncan MacPherson and Chris Jeppesen. Download Chapter 1 for free now at: TheBlueSquareMethod.com

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