Episode Details
Back to EpisodesThe Evolution and Elevation of the Financial Professional With Thane Stenner
Episode 31
Published 3 years, 9 months ago
Description
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
Resources:
- BNN Bloomberg: Smart Wealth
with Thane Stenner - “Future Shock” by Alvin Toffler
- “Good to Great: Why Some Companies Make the Leap and Others Don’t” by Jim Collins
Connect With Duncan:
- Pareto Systems
- 1.866.593.8020
- Schedule a Call
- Duncan on LinkedIn
Connect With Thane:
Promotions:
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