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Episode 4 – Five Advisor Stages – Maturing

By Sten Morgan

In this episode we discuss:

  • How advisors try to level up
  • The shift to a business owner mindset
  • The importance of client segmentation
  • The benefits of a practice manager
  • How Sten was able to leave the maturing stage
  • How Sten utilizes his COI network
  • Level up steps

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