
The Advisor Playbook
Regain Liberation and Order in Your Personal and Professional Life
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Narrated by:
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Duncan MacPherson
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Chris Jeppesen
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.
The Advisor Playbook will guide you to an actionable plan and process that makes going to work a positive experience, and a positive investment.
©2015 Duncan MacPherson (P)2016 Duncan MacPhersonListeners also enjoyed...




















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Great Book
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Get your process on paper
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Sage Advice
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Thus book reinforced some of the concepts we were already implementing and gave some real nuggets that I have incorporated in my practice already.
Some great nuggets in here
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How could the performance have been better?
The material is phenomenal. The audiobook has portions that literally sound like they were recorded on an iPhone - in a bathroom. Only some sections are that way, though. Once you get past it, the content is great!Great Material
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Every Advisor should read
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But the recording quality was all over the place. It was very distracting. One chapter sounds okay, the next one sounds like it was recorded in a bathroom stall and you can hear pages turning and has edits that weren't edited out. Very unprofessional for such professional subject matter.
Content is great, sound recording horrible
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Actionable advice presented simply
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