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Includes Q&A - with Duncan
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For RIA and Broker/Dealer enterprise leaders, the mandate is clear: scale advisor impact, retain valuable clients, and drive net new assets. But achieving these goals across a large advisory team requires a strategic approach that balances growth with high standards of client engagement.
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Make Yourself Obsolete
2019-09-05 • 5 minute video

This Lightning in a Bottle audio is from a recent consultation I had with one of our Blue Square consulting clients. I speak with John about how to make himself obsolete and empower his team to liberate him to do what he get paid to do.

To hear the full audio, subscribe to our podcast, just look for Duncan MacPherson From-the-Field on Apple Podcasts or Google Play.

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