
Sign up to save your podcasts
Or


In this episode, Sten answers your questions from the financial advisor community.
He outlines the growth stages of an advisory practice, detailing his own experience from solo advisor to a larger team, emphasizing delegation and hiring strategies.
Sten discusses prospecting techniques, the value of solving client problems, and recommends books that shaped his business approach.
He also shares insights on managing people, the importance of structured onboarding, and the distinction between abdication and delegation.
Legacy Investment Planning is hiring. Think you’d be a good fit for the team? Fill out the Advisor application form here.
By Sten Morgan4.8
9191 ratings
In this episode, Sten answers your questions from the financial advisor community.
He outlines the growth stages of an advisory practice, detailing his own experience from solo advisor to a larger team, emphasizing delegation and hiring strategies.
Sten discusses prospecting techniques, the value of solving client problems, and recommends books that shaped his business approach.
He also shares insights on managing people, the importance of structured onboarding, and the distinction between abdication and delegation.
Legacy Investment Planning is hiring. Think you’d be a good fit for the team? Fill out the Advisor application form here.

515 Listeners

794 Listeners

516 Listeners

742 Listeners

2,011 Listeners

248 Listeners

95 Listeners

457 Listeners

2,110 Listeners

243 Listeners

802 Listeners

107 Listeners

318 Listeners

132 Listeners

43 Listeners