Sten and Andy have helped hundreds of advisors to start charging for their advice, but this is the number one objection we get from those who haven’t started charging. How do you keep a paid...
Welcome to
Becoming an Elite Financial Advisor with Sten Morgan
A show for financial professionals who want to be challenged to go to achieve success and reach their true potential, faster. Where you gain proven and practical knowledge that you can implement on Monday morning when you get to the office. Featuring Sten Morgan, one of the nation’s leading young Financial Advisors.
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Episode 18 – How do you keep planning clients happy year-round?
Sten and Andy have helped hundreds of advisors to start charging for their advice, but this is the number one objection we get from those who...
Episode 17 – How do you provide value when the market does not?
The market is down, a lot. At times like this, do you worry that clients will call you, upset with the market and your work on their behalf? Is...
Episode 16 – What to know before you hire a business coach
If you want to get stronger it would be a great idea to hire a personal trainer. If you need help with your mental health then you can pay a...
Episode 15 – Why an advisor must segment their book of business, yet most don’t
If you’re like most of the advisors we know then you have a heart of service. You want to take care of the clients who have entrusted you with their...
Episode 14 – 7 Meeting Skills of Elite Advisors
At the core of your business are your meetings with clients. How can you become a master of meetings? What are the meeting skills that elite...
Episode 13 – Is income the best indicator of advisor success and abilities?
Businesses don’t exist unless they make a profit; that’s a fact. But what else can and should you measure the success of your business? What else...
Episode 12 – How To Talk To Clients When The Markets Are Volatile
It’s May of 2022 and the markets have been volatile. You MAY have clients calling you in a panic and wanting answers on what to do or asking...
Episode 11 – Are the people you work with helping you?
This episode will sound different because we recorded it at our live event in Nashville in January of 2022. The topic, though, is familiar. Sten and...
Episode 10 – Five ways your administrator can help you double your revenue
What if the best way to double the revenue of your business was something you already had, but you weren’t utilizing it to its full potential? In...
