4 Steps to Building
Your Dream Team
Includes Q&A
Tuesday, May 21st at 12 pm ET
Join Duncan MacPherson for an insightful webinar on the dynamics of forming and developing high-performance teams. Based on the acclaimed Tuckman's Model, this session will explore the essential stages of team development: Forming, Storming, Norming, and Performing.
Close
Coaching Financial Advisors for over 25 years1.866.593.8020
Close
Home
Speaking
Partners
Contact
Pareto Academy Login
Blog Posting Image
He Probably Won't Accept You as a Client
2022-11-14 • 2 minute video

In this excerpt from episode 31 of the ‘Always On with Duncan MacPherson’ podcast, my guest Thane Stenner, and I discuss how the influence you have on your client relationships can dramatically impact how a client not only feels about their belonging to your community, but how they articulate that to someone else. I joke that your clients may go as far as saying “he probably won’t accept you as a client”, when introducing a friend or family member, helping to ensure you are only bringing on those clients that you are best suited to work with.

Click here to watch on YouTube

Pareto Systems
Thank you for submitting the online form. A Pareto Systems representative will contact you within 24 hours or the next business day.