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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Reframe Your Existing Relationships
2022-11-22 • 2 minute read

In the spirit of reaching people who count, rather than counting the people you reach, we strongly urge you to have a laser focus on your primary addressable audience – people who are already convinced. Your existing relationships have a degree of familiarity and trust for you – that train is rolling – so let’s add to that momentum before you expend the effort to get new ones moving.

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