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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Never Ask for Referrals
2022-09-28 • 20 second read

As you will see throughout the book, we will never suggest that you ask for referrals. We’ve seen it all. Common variants are: “Who else do you know?” or “I get paid in three ways” or “I’m trying to grow my business” and all the other nonsense that a) doesn’t work and b) makes you look needy. You can’t pitch the idea of a referral as a favor you are asking of a client, but you can position it as service you are providing to a client. That distinction is massive and we will outline it comprehensively in subsequent chapters.

This is an excerpt from the newly released book The Blue Square Method that Duncan MacPherson wrote with co-author Chris Jeppesen. Download Chapter for free now at:

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