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#160 - Duncan MacPherson - The Blue Square Method (2023.06.21)

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Manage episode 367840907 series 2878077
Content provided by Financial Planning Association of New England and FPA NE. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Financial Planning Association of New England and FPA NE or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

As a financial professional, are you working in your business, or are you working on your business?

Today we are joined again by renowned professional coach and author, Duncan McPherson. Chapter Past Presidents Brad Wright & Chris Boyd discuss with Duncan some of the powerful insights from the book, The Blue Square Method, which he co-authored with Chris Jeppesen. The Blue Square Method is about building a business and a life … finding that balance and developing a business that serves clients effectively, efficiently, and compellingly so that they become raving fans with branded processes, all while building a business that serves your life well. Additionally, Duncan shares about the virtues of professional coaching services for financial advisors and his team at Pareto Systems.

Okay, let’s get started and learn more about the Blue Square Method!

https://www.linkedin.com/in/duncanmacpherson/

https://www.thebluesquaremethod.com/

https://www.paretosystems.com/

  continue reading

150 episodes

Artwork
iconShare
 
Manage episode 367840907 series 2878077
Content provided by Financial Planning Association of New England and FPA NE. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Financial Planning Association of New England and FPA NE or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

As a financial professional, are you working in your business, or are you working on your business?

Today we are joined again by renowned professional coach and author, Duncan McPherson. Chapter Past Presidents Brad Wright & Chris Boyd discuss with Duncan some of the powerful insights from the book, The Blue Square Method, which he co-authored with Chris Jeppesen. The Blue Square Method is about building a business and a life … finding that balance and developing a business that serves clients effectively, efficiently, and compellingly so that they become raving fans with branded processes, all while building a business that serves your life well. Additionally, Duncan shares about the virtues of professional coaching services for financial advisors and his team at Pareto Systems.

Okay, let’s get started and learn more about the Blue Square Method!

https://www.linkedin.com/in/duncanmacpherson/

https://www.thebluesquaremethod.com/

https://www.paretosystems.com/

  continue reading

150 episodes

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