Avoiding a Plateau: A Case Study in Professional Contrast and Scarcity with Terry Gronbeck-Jones

This can require advisors to adopt changes that seem counterintuitive at first - such as disassociating from certain clients.

In this episode, Duncan MacPherson talks to Terry Gronbeck-Jones, co-founder of Mindset Consulting and a business development consultant at Pareto Systems. They highlight the benefits of right-sizing and explain how to approach it effectively.

They discuss:

• Major barriers to right-sizing (and how to overcome them)
• How to communicate your decision to disassociate with clients such that it enhances your brand
• How to position your network of COIs in front of clients
• Hidden opportunities in questions such as “What do you do for a living?” or “Do you have a minimum?”
• And more

Stream the new episode of Always On by clicking here: https://paretosys.co/AODM_ep37