The Advisor Playbook, Duncan MacPherson and Chris Jeppesen
The Advisor Playbook, Duncan MacPherson and Chris Jeppesen
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The Advisor Playbook

Author: Duncan MacPherson and Chris Jeppesen

Narrator: Duncan MacPherson and Chris Jeppesen

Unabridged: 9 hr 32 min

Format: Digital Audiobook Download

Published: 11/09/2016


Synopsis

The Advisor Playbook: Regain liberation and order in your personal and professional life

Practice management is often misunderstood. The Advisor Playbook will take the mystery away.

Practice management is confused with marketing, or is limited to strategizing about branding, or simply equated to old-school salesmanship.

Practice management is how you build an organized toolbox of all your processes – branding, marketing, service activities, core functions – and constantly tune and keep that toolbox efficient and effortless. It’s a network of interrelated skills, processes and strategies that build value in a business while making it manageable, scalable and ensuring the owner runs the business and not the other way around.

Duncan MacPherson and Pareto Systems have been in the forefront of practice management in the realm of the professional advisor for a quarter-century. Chris Jeppesen of First Trust brings his own decades of professional knowledge to the table. The processes in The Advisor Playbook have grown over those years, through constant refinement and improvement. They’ll help you to perform that same refinement and improvement on your business, and regain liberation and order in your personal and professional life.

As you progress through the book, you’ll realize that each process is implemented in synergy with every other. Referrals are influenced by your service which is influenced by your process, which is influenced by your philosophy, which is influenced by your ideal client definition, life and business goals. Nothing exists in a vacuum, and everything is, in the end, focused on a single unwavering goal: To build real, advocate relationships with your ideal clients that will generate both growth through referrals and the capacity for that growth.

How you are perceived is key in every step of that circle, and readers who take on board what the Playbook outlines will come away with an understanding of how they are perceived, how to cast themselves as a consultant with a process rather than a salesperson with a quota, and will set a constantly rising bar for their own success.

You’ll be amazed at how common-sense most of the processes and strategies seem, and probably horrified at how often you’ve wandered from the path or failed to implement them due to a lack of clarity or simple distraction.

The Playbook will guide you to an actionable plan and process that makes going to work a positive experience, and a positive investment.


Reviews

Goodreads review by T.J. on June 17, 2022

Very practical and a must read for financial professionals. The points in the last chapter about changing companies/transitioning to something new were especially helpful and timely. There is also much to glean if you are in other fields dealing with clients, as most of the theories and ideas are un......more

Goodreads review by WIlliam on January 17, 2020

filled with actionable advice, strategies, and creative ideas. can be used for any entrepreneur or Advisor looking to build or improve their firm.......more

Goodreads review by James on May 31, 2020

Good at moments, offering good insights. Talked over each topic with my father, a veteran adviser, agreed with some concepts, not all. Dislikes— not a fan of corny tactics given, which I’ve noticed in other financial books and training programs.......more

Goodreads review by Ryan on May 25, 2023

After a more philosophical introduction, it concluded with dozens of concrete ideas to help any Advisor build a successful practice. Undoubtedly for the high autonomy advisor in many aspects, since the implementation would require an adaptation to your process, there were also plenty of ideas for th......more