
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.

523 Listeners

807 Listeners

537 Listeners

745 Listeners

2,026 Listeners

260 Listeners

96 Listeners

462 Listeners

2,115 Listeners

244 Listeners

816 Listeners

115 Listeners

324 Listeners

135 Listeners

48 Listeners