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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The Ideal Client Profile
2022-09-07 • 20 second read

Our clients wanted to make more money and be more productive and efficient, and drive the value of their business higher. It’s not as if there was an emptiness in any of that as an achievement. They simply pushed to add more meaning to their success. Our consultations often shifted to discussing how to engage their team more fully to achieve these breakthroughs. Our clients started to decline bringing on new clients that weren’t aligned with their ideal client profile and even started disassociating from clients who weren’t a good fit, respectfully right-sizing their client base. As one of our graduates so eloquently put it, “Life is too short to have a crappy client.”

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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