Whether you’ve been in the business for a few years or a few decades, you’re listening to this show because you want to improve. The guest in this episode is a great example of someone who has a healthy impatience that has helped them achieve some great results in...

There’s a common theme among the elite advisors Sten and Andy work with. Their administrator is also elite. Their admin and other support team members have characteristics that help the company grow because they balance the skills of their advisor. In this episode,...

Since you listen to this show, we know that you’re serious about self-improvement, but there’s a good chance you’re not paying attention to an area of your life that needs attention, your mental health. In this episode, Sten shares his ongoing path to better mental...

Our culture is fascinated with the idea of superheroes. They look normal, but they can do things normal humans simply can’t do. Beyond the Marvel Universe, what if you had a superpower? And what if that superpower was the key to you becoming an elite advisor? In this...

  In this episode, Andy interviews Elite Advisor Member, Wes Young. Wes has had a 100% virtual practice since before it was cool to have a 100% virtual practice. He’s found tremendous success as an advisor and manages a growing team of advisors, paraplanners, and...

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 planning client happy throughout the year? In this episode, Sten will answer...

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 there any way to avoid getting those calls? Is there a way to be known for more than just moving money around inside the...

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 counselor. If you want your business to grow, then you’ve probably considered hiring a business coach, but how do you make...

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 financial decisions. But how do you serve those clients well? Is there a way to segment your clients and still provide...

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 advisors use to gather the right information from potential clients to uncover their needs, build trust and rapport,...

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 matters other than income? We’ll dive deep into that question in this episode.      ...

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 questions about what YOU’RE going to do for them. In this episode, Sten will tell you how to prepare clients for volatile...

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 Andy discuss the role of community in the life of an advisor. Are the people you work with helping you succeed or...

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 this episode, we’ll teach you five specific ways that your administrator can help you double your revenue and how we can...

One of the reasons Hollywood makes billions of dollars a year is that they’re experts in telling stories. Stories draw us in and then keep our attention, and that’s why we’ll be interviewing members of our community and sharing their stories with you. Why did they get...

In today’s episode, Sten shares one of several Meeting Superpowers. Whiteboarding is a term Sten uses to talk about anytime you illustrate an idea by hand in a client meeting. It’s a method of communicating and teaching that is rarely if ever taught in the financial...

In this episode, you’ll hear some insanely practical advice on how to stop playing office, feeling busy, and wasting time, and instead start being productive with your day-to-day activities as an advisor. This episode was recorded in front of a live audience at our...

In this episode, we explore the last of the five stages of the Elite Advisor Path. The Thriving stage is where you’ve created a business that runs smoothly whether you’re there or not, and you go from seeking opportunities to trying to manage the opportunities that...

In this episode, we explore the fourth of the five stages of the Elite Advisor Path. The Comfortable stage is where you’ve built great systems, a team that has fully bought into your company’s mission, and you’re able to take time away from the business without...

In this episode, we explore the third of the five stages of the Elite Advisor Path. The Maturing stage is where you’ve started to build a team but now have to be laser-focused on getting the most out of them so you can do the work that only you can do. This stage can...

In this episode, we explore the second of the five stages of the Elite Advisor Path. The Stable stage is where you’ve made it out of survival mode, but now you have to start building systems so you can build a stable and consistent business. Some people never leave...

In this episode, we start a five-episode series on the five stages of the Advisor Path. We discuss the rules for the five stages and then dive deep into the first stage, Rookie. Whether you’re still a rookie and need help getting out of the stage, know a rookie that...

In this episode, you’ll learn about the external and internal obstacles Sten had to overcome so he could change his habits and mindset and build the life he has today. We’ll also share how we plan to help you in future episodes, including an easy-to-remember...