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The Next 90 Days
2018-12-11 • 6 min video

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:

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