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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Creating Professional Contrast
2022-07-29 • 20 second read

Earlier, advisors fixated on credentials, designations, and technical abilities.

However, the industry has now shifted from transactional salesmanship to directional stewardship. As financial services get commoditized, advisors need to offer more.

In this episode, Chris Jeppesen and I discuss how advisors can create professional contrast and grow their practice.

Tune in now (or download it for later) by clicking here

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