Let This Serve You Not Hurt You - Blue Square Video Series

Focus on 'what could be' rather than dwell on 'what could have been.' In this episode, Duncan discusses how, during times of turbulence and volatility, the art and science of being a Financial Advisor is revealed as this isn't just about wealth management, it's more about relationship management.

Important links: Chris Jeppesen and Duncan MacPherson upcoming webinar: https://register.gotowebinar.com/register/7964166651058731276

Lavish Cards: https://www.lavishcards.com/

For access to videos, scripts and templates to help you be your clients’ voice of reason check out the Pareto Systems Knowledge Bank: https://paretoacademy.com/knowledge-bank-volatility.html

Idea Decanter: https://www.ideadecanter.com/

Pareto Systems: https://www.paretosystems.com/