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Get Clear on Your Gaps
2018-12-06 • 3 min video

A gap analysis can help uncover the minor adjustments that can lead to major improvements in your business.

In this episode of the Blue Square Method Duncan is joined by co-author Chris Jeppesen as they discuss the benefits a gap analysis can have on a financial advisors business.

Webinar Invitation: The Advisor of the Future - Adapt and plan to thrive while others struggle to survive Wednesday,

Wednesday, January 16th, 2019 at 4:10 PM EST

Register here:

The month of December is the perfect time to reflect on the past year, set some goals and identify some refinements you can make in the New Year. With increased commoditization and sustained volatility upon us, it's a great time to do some strategic planning to position your business to thrive while others try to survive turbulent market conditions and other external dependencies.

With that in mind, we invite you to join Duncan MacPherson and Chris Jeppesen - co-authors of The Advisor Playbook - for a strategic planning webinar. In this session, Duncan and Chris will pass along actionable, proven strategies that will enable you to:

  • Put more sand in your hour glass through effective time allocation efficiencies
  • Refine your growth and profitability model
  • Create intellectual property and elevate the client experience to drive enterprise value

You've heard the mantra, "The best work on their business not in it. The best get from the day, not through it." If you're looking for the best practices that separate the best from the rest, this webinar is for you. Join Duncan and Chris for this informative Go-to-Webinar webcast.

Click here to register:

Can’t make it? Don't worry register anyway and we will send you the recording.

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