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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Reframe Your Value and Impact
2022-07-07 • 20 second read

We’ve been talking about this for many years but it’s never been more important to growth than right now - your understanding that your primary addressable audience is right under your nose. Conversion reminds us that you have three types of clients. There are customers who occasionally transact with you, clients who empower you fully while also endorsing you to others, and the advocates who are the dream clients. They are a joy to work with and they consistently introduce new people to you. In this book you will discover our philosophy and process to enable you to go back to all of your existing relationships and reintroduce yourself - to reframe your value and impact to help them see the merit of becoming a totally engaged, fully empowering, referral-generating advocate.

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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