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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Unlock Another Level of Progress
2022-09-02 • 20 second read

If you think about your credentials and the time you’ve invested into your core competency, nobody wanted your success more than you did. You were highly motivated. Here is your next opportunity. Apply the same level of motivation, importance and effort to practice management and relationship management as you do to your technical ability. This will unlock another level of progress. Yes, you’re (1) managing the quality and impact of the core deliverables you provide, you’re also (2) managing a business that creates a client experience and you’re (3) managing how clients perceive and describe you to others. Dial all three of those numbers into the combination and the vault will open.

This is an excerpt of the newly-released book ‘The Blue Square Method’ by Duncan MacPherson and Chris Jeppesen.

Download Chapter 1 for free now at:

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