An Actionable Approach to Achieving Total Client Engagement.
In this episode of the Blue Square Method Duncan is joined by co-author Chris Jeppesen as they discuss strategies to increase your referability over the next 90 days.
Webinar Invitation: The Advisor of the Future
Adapt and plan to thrive while others struggle to survive
Wednesday, January 16th, 2019 at 4:10 PM EST
In this session, Duncan and Chris will pass along actionable, proven strategies that will enable you to:
- Put more sand in your hour glass through effective time allocation efficiencies
- Refine your growth and profitability model
- Create intellectual property and elevate the client experience to drive enterprise value
Join Duncan and Chris for this informative Go-to-Webinar webcast. Click to register: https://attendee.gotowebinar.com/register/2776995132108639235