The Evolution and Elevation of the Financial Professional with Thane Stenner

The Japanese have a concept called Kaizen, which means “constant and never-ending improvement.”

If you want to become the advisor of the future and avoid a growth plateau, it’s important to strive for Kaizen.

In this episode, Duncan MacPherson speaks with Thane Stenner, CIM®, FCSI®, senior portfolio manager and senior wealth advisor at Stenner Wealth Partners. They share proven strategies to engineer professional contrast and achieve constant growth.

They discuss: 

• The evolution of the financial industry from transactional to relationship-focused
• How he grew his business by reducing the number of clients
• How to mold the way your clients articulate your value to their network
• Every reason to be at the front of the change curve (even if it means making mistakes) 
• And more

Tune in now (or download it for later!) by clicking here: https://bit.ly/AODM_ep31