Elevate Your Practice - The Power of a Partial Book Sale with Ted Jenkin - Always On with Duncan MacPherson Podcast, Ep. 67 

In this episode of the Always On podcast, host Duncan MacPherson welcomes back serial entrepreneur Ted Jenkin, CEO of Oxygen Financial and President of Exit Stage Left Advisors. Together, they explore the powerful concept of a partial book sale and how it can help financial advisors grow upmarket by refining the client relationships they manage. They discuss why letting go of the "wrong" clients can be one of the most liberating moves an advisor can make"and how it often leads to growing deeper relationships with the "right" clients.

If you've been feeling like your current book of business is becoming a plateau rather than a path, this episode will guide you through the steps of creating professional scarcity, improving client engagement, and increasing your firm's enterprise value. Learn why managing fewer relationships, but with a more exclusive focus, not only elevates your enterprise but also enhances client outcomes.

Ted shares insights into why specializing, rather than generalizing, creates professional contrast that attracts ideal clients"and why your next best move might be downsizing the number of clients you serve while maximizing your fulfillment and profitability. Stream the full podcast for valuable insights at one of the following links:

Apple Podcasts: paretosys.co/ao_ap 
Spotify: paretosys.co/ao_sp
Find Your Channel: paretosys.co/ao_bb