THE ADVISOR PLAYBOOK
If you are like most professional advisors you do a lot of things right and you have a valuable business, but you also know there are untapped opportunities, overlooked vulnerabilities and un-met needs that can undermine your full potential.
The Advisor of the Future has evolved from a mindset of salesmanship to stewardship. In the process, they strive to de-commoditize their value and de-personalize their business to increase intrinsic value.
Duncan MacPherson and Chris Jeppesen have developed and refined a process that will enable you to identify your gaps and address them in a professional and predictable manner to unlock a higher level of productivity and efficiency in your business.
CRACK THE CODE IN THE FOLLOWING AREAS:
- Competitor-proofing your best clients
- Maximizing client relationships over the long term
- Attracting referrals predictably
- Engaging Strategic Partners
- Running your business so it doesn't run you
THE ADVISOR PLAYBOOK IS IDEALLY SUITED FOR:
- Financial professionals
- Insurance specialists
- Estate planning attorneys
- Accounting professionals
- Trust specialists
- All fee-for-service professionals