Becoming An Elite Financial Advisor With Sten Morgan

116 What did you expect? Why expectations are important


Listen Later

Sten and Andy dive into the critical role of setting and managing expectations in business, particularly in client relationships.

They discuss the consequences of unmet expectations, such as negative client feedback and job dissatisfaction, and the common issue of failing to verbalize expectations, which can lead to misunderstandings. 

Through practical examples, they advise on asking open-ended questions to uncover unspoken expectations and stress the importance of clear communication to align with clients.

They also touch on the financial advisory industry, suggesting visual tools to clarify service models and the necessity for advisors to proactively manage expectations to avoid resentment and ensure business success.

They wrap up with a call for an "expectation audit" within businesses and teams to enhance client satisfaction and relationship outcomes.

Get six free training videos and a dozen free planning resources at GoBeElite.com.

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

Becoming An Elite Financial Advisor With Sten MorganBy Sten Morgan & Andy Traub

  • 4.8
  • 4.8
  • 4.8
  • 4.8
  • 4.8

4.8

91 ratings


More shows like Becoming An Elite Financial Advisor With Sten Morgan

View all
Motley Fool Money by The Motley Fool

Motley Fool Money

3,200 Listeners

Main Street Business by Mark J Kohler and Mat Sorensen

Main Street Business

586 Listeners

Afford Anything by Paula Pant | Cumulus Podcast Network

Afford Anything

3,510 Listeners

The Meb Faber Show - Better Investing by The Idea Farm

The Meb Faber Show - Better Investing

922 Listeners

Capital Ideas Investing Podcast by Capital Group

Capital Ideas Investing Podcast

273 Listeners

Animal Spirits Podcast by The Compound

Animal Spirits Podcast

1,997 Listeners

Wall Street Breakfast by Seeking Alpha

Wall Street Breakfast

1,007 Listeners

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

The Perfect RIA

457 Listeners

Small Business Tax Savings Podcast by Mike Jesowshek, CPA

Small Business Tax Savings Podcast

245 Listeners

Financial Advisor Marketing Podcast by James Pollard

Financial Advisor Marketing Podcast

91 Listeners

The Compound and Friends by The Compound

The Compound and Friends

2,034 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

229 Listeners

Barron's Advisor by Barron's Advisor

Barron's Advisor

104 Listeners

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

The Efficient Advisor: Tactical Business Advice for Financial Planners

112 Listeners

The Morgan Housel Podcast by Morgan Housel

The Morgan Housel Podcast

963 Listeners