Becoming An Elite Financial Advisor With Sten Morgan

By: Sten Morgan & Andy Traub
Listen for free

  • Summary

  • A show for financial professionals who want to be challenged to achieve their true potential faster. You will gain practical knowledge that you can implement on Monday morning when you get into the office. You'll learn the true value of your advice and, if you want to, how to charge for that advice. Featuring Sten J. Morgan, CFP®, ChFC®, one of the nation's leading young Financial Advisors.
    StenMorgan.com
    Show more Show less
Economics Leadership Marketing
Show more Show less
Episodes
  • 166 From 10% to 95% Success With Your Goals

    166 From 10% to 95% Success With Your Goals
    Jan 31 2025

    Achieve your planning income goals by attending How To Charge LIVE Workshop. Visit http://www.HowToChargeLive.com today to get your seat.

    Having a goal gives you just a 10% chance of achieving it. By setting a commitment and a deadline, your odds rise to 40%. But the real magic happens when you commit to the process through someone else that you admire; that can boost your chances to 95%.

    Our coaching program will help you achieve those goals. Let’s talk. Click on “Set up a call” at https://eadvisornetwork.com/contact/
    Show more Show less
    17 mins
  • 165 How To Sell Financial Planning: The Five Components of Selling Planning

    165 How To Sell Financial Planning: The Five Components of Selling Planning
    Jan 24 2025
    1. Deep knowledge
    2. Elite communication
    3. Created/More opportunities
    4. Efficient closing
    5. Refined systems
    Show more Show less
    31 mins
  • 164 Greatest Hits: How To Run An Elite Meeting

    164 Greatest Hits: How To Run An Elite Meeting
    Jan 17 2025

    We're replaying one of our most popular episodes on how to run an elite meeting.

    1. Don't have a predetermined outcome
    2. Bring more than a yellow-pad
    3. Look for opportunities to stand up
    4. Quantify the value of your ideas
    5. Avoid overwhelm
    6. Set clear expectations
    7. Avoid negative conversation
    Show more Show less
    30 mins

What listeners say about Becoming An Elite Financial Advisor With Sten Morgan

Average customer ratings

Reviews - Please select the tabs below to change the source of reviews.

Audible.com reviews

Amazon reviews
No Reviews are Available