About Chris Jeppesen
I am the Head of Advisory Practices at First Trust, a firm known not only for its robust investment product line which includes UITs, ETFs, SMAs and VAs (to name a few), but also for its commitment to the growth of financial advisors. First Trust has dedicated many years to finding (and investing in) creative ways to help financial advisors grow their practices.
As the Head of Advisory Practices, my goal over the last 18 years has been to give financial advisors the tools to develop an efficient business model focused on building long-term client trust and loyalty. First Trust has helped develop this model through a broad range of investment, advisory and management solutions and I am proud that First Trust has been nationally recognized for this solution-based approach.
The Advisor Playbook is the culmination of my years of practice management and seeing financial advisors achieve success through these proven methods and strategies.
How you are perceived by clients is key for a professional advisor. Readers who take on board what The Advisor Playbook outlines will come away with an understanding of how they are perceived, of 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.