Always On with Duncan MacPherson Podcast - Episode 37
2023-03-16 • 20 second read
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.
- 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