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October 28, 2021 46 min

Over the last 18 months the best advisors have separated themselves from the rest, but how did they do it?

In this episode, Duncan MacPherson is joined by Chris Jeppesen of First Trust. They discuss what they’ve seen in the last 18 months, and what the best advisors and teams have done to separate themselves from their competitors. They also touch on what separates the best wholesalers from the rest.

Chris discusses:

  • What the last 18 months have revealed about the best advisors 
  • What the fastest growing advisors are doing to propel themselves upward in the future
  • The type of adjustments elite teams have made in their approach toward clients
  • What is separating the best wholesalers from the rest
  • And more
  • Resources: 

  • The Advisor Playbook: Regain liberation and order in your personal and professional life
  • Connect With Duncan MacPherson:

  • https://www.paretosystems.com/ 
  • 1.866.593.8020
  • Duncan on LinkedIn
  • Connect With Chris Jeppesen:

  • https://www.ftportfolios.com/
  • Chris on LinkedIn 
  • About Our Guest:

    Since joining First Trust in 1997, I’ve met with thousands of brokers, advisors, and wealth managers learning the vital elements that have the most meaningful impact on delivering a consistent investment experience, scalable growth, and predictable revenue. I coach a select group of advisors and collaborate with business development areas of select firms with long-standing relationships with First Trust. I share what I’ve learned with thousands of advisors each year as a frequent guest speaker at financial advisor conferences across the country.

     

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