Bring Success To Your Succession
Includes Q&A - with Duncan
Tuesday, February 18th at 12 pm ET
As a financial advisor, you dedicate your career to helping your clients secure their legacies and pass their wealth to the next generation. But what about your own legacy?
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The Next 90 Days
2018-12-11 • 6 min video

An Actionable Approach to Achieving Total Client Engagement.

In this episode of the Blue Square Method Duncan is joined by co-author Chris Jeppesen as they discuss strategies to increase your referability over the next 90 days.

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