“What are some of the best ideas for client engagement in this new environment?” “What is your best piece of advice for creating efficiency within our business?” “What is the best book you’ve read in the last year?”

These are just a few of the many questions registrants asked at the recent ‘Foresight from 2020’ e-Summit. In this video, part 1 of 2, Duncan answers these questions and provides valuable insight to help advisors take their business to another level! Click here to watch

Want to make improvements to your firm’s Practice Management? Attend e-Mastermind with Duncan MacPherson on October 22nd! Click for more info