The Art and Science
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Includes Q&A - with Duncan and Ted
Thursday, August 25th at 12 pm ET
In this fast-paced conversation, Duncan MacPherson speaks with, Serial Entrepreneur, Ted Jenkin about getting way out in front of your liquidly event and all of the various factors that go into it.
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Overcome your plateau
2022-04-20 • 25 second read

Many professional advisors I work with are successful, enjoy an impressive lifestyle and should be content, but many of them are still ambitious and are frustrated because they have hit a plateau. While every advisor’s scenario is unique, often the plateau stems from inertia confidence. Simply put, the advisor is busy repeating habits and patterns, and has been for an extended period of time. They are getting results, but they can raise the bar and achieve more.

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