Always On with Duncan MacPherson

Attract, Don’t Chase: Mastering Client Acquisition and Stewardship with Daniel Burns and Stephen Comerford (Ep. 62)


Listen Later

Are you seeking proven strategies to enhance client acquisition without high-pressure sales tactics?

This week on The Always On Podcast, Duncan MacPherson sits down with Daniel Burns and Stephen Comerford, co-hosts of The Sales Problem Podcast.

The discussion pivots around the significance of client acquisition, growth, and productivity from the perspective of stewardship rather than salesmanship.

You will gain valuable insights into refining their client acquisition strategies, enhancing onboarding processes, and developing a sustainable service model that transforms clients into advocates.

They touch on:

  • The difference between salesmanship and stewardship in client acquisition
  • How to craft a fit process to attract clients without chasing them
  • Strategies for a comprehensive onboarding process that leads to client advocacy
  • The importance of maintaining an effective ongoing service model
  • And more!
  • Resources:

    • The Sales Problem Podcast
    • LinkedIn: The Sales Problem Podcast
    • Future Shock by Alvin Toffler
    • Connect With Duncan MacPherson:

      • Pareto Systems
      • 866.593.8020
      • Schedule a Call
      • Duncan on LinkedIn
      • Connect With Daniel Burns:

        • LinkedIn: Daniel Burns
        • BVME Coaching
        • Connect With Stephen Comerford:

          • LinkedIn: Stephen Comerford
          • Promotions:

            • The Blue Square Toolkit by Pareto (Start your 14-day free trial today!)
            • ProudMouth – Be Your Own Loud
            • About Daniel Burns:

              Daniel Burns is a seasoned professional with 22 years of experience in Sales and Management. His first decade was marked by remarkable achievements, including the Top Sales Award, entry into the Presidents club, and substantial annual bonuses.

              In the last decade, his focus shifted towards making significant contributions. He constantly asks, “Who can I assist? How can I provide support?” His goal is to coach and support others, striving to enhance their success.

              A true leader, Daniel believes in the continuous development of oneself while aiding others in their growth. His mission is to evolve into his best version while assisting others in achieving the same, focusing on the mind, body, and sales. His journey is a testament to his leadership and dedication.

              About Stephen Comerford:

              Stephen Comerford’s extensive career has been characterized by his results-driven approach as a sales and marketing leader. His energy, positivity, and focus on results have been the foundation of his success. He has always ensured strong internal relationships and has been hands-on in developing the business strategies that have helped him succeed in a highly competitive marketplace.

              Over the years, Stephen has developed a unique skill: the ability to sell-up to senior leaders, sell-across to internal stakeholders, and sell-down to frontline salespeople. His focus has always been on making the people around him and those he interacts with successful.

              Stephen has had the privilege of working for several renowned companies, including Pitney Bowes, Xerox, Ricoh, Canon, and Canada Post.

              ...more
              View all episodesView all episodes
              Download on the App Store

              Always On with Duncan MacPhersonBy Duncan MacPherson

              • 4.8
              • 4.8
              • 4.8
              • 4.8
              • 4.8

              4.8

              12 ratings


              More shows like Always On with Duncan MacPherson

              View all
              WSJ What’s News by The Wall Street Journal

              WSJ What’s News

              4,345 Listeners

              Notes on the Week Ahead by Dr. David Kelly

              Notes on the Week Ahead

              194 Listeners

              THE ED MYLETT SHOW by Ed Mylett | Cumulus Podcast Network

              THE ED MYLETT SHOW

              14,009 Listeners

              The Martell Method w/ Dan Martell by Dan Martell

              The Martell Method w/ Dan Martell

              573 Listeners

              Capital Ideas Podcast by Capital Group

              Capital Ideas Podcast

              282 Listeners

              Animal Spirits Podcast by The Compound

              Animal Spirits Podcast

              2,023 Listeners

              Wall Street Breakfast by Seeking Alpha

              Wall Street Breakfast

              1,039 Listeners

              The Perfect RIA by Matthew Jarvis, CFP® & Micah Shilanski, CFP®

              The Perfect RIA

              463 Listeners

              The Compound and Friends by The Compound

              The Compound and Friends

              2,116 Listeners

              Kitces and Carl - Real Talk for Real Financial Advisors by Michael Kitces, MSFS, MTAX, CFP and Carl Richards, CFP

              Kitces and Carl - Real Talk for Real Financial Advisors

              243 Listeners

              Barron's Streetwise by Barron's

              Barron's Streetwise

              1,569 Listeners

              Barron's Advisor by Barron's Advisor

              Barron's Advisor

              115 Listeners

              Ask The Compound by The Compound

              Ask The Compound

              324 Listeners

              The Efficient Advisor: Tactical Business Advice for Financial Planners by Libby Greiwe

              The Efficient Advisor: Tactical Business Advice for Financial Planners

              135 Listeners

              Facts vs Feelings with Ryan Detrick & Sonu Varghese by Carson Investment Research

              Facts vs Feelings with Ryan Detrick & Sonu Varghese

              48 Listeners