Always On with Duncan MacPherson Podcast - Episode 31
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
