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