The Elite Financial Advisor Podcast With Sten Morgan

129 Getting More Business Through Whiteboarding (Whiteboard University is here)


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In this episode, Sten and Andy discuss the significance of whiteboarding in the business.

Whiteboarding isn't just about drawing on a board; it's a game-changer for client engagement and communication in business. 

By effectively using whiteboarding, you can transition from a transactional approach to a coaching mindset, helping clients understand the significance of their strategies. 

They talk about Whiteboard University, a new training program designed to master this skill. 

This episode covers the importance of visual aids, communication skills, and rapport with clients, leading to faster and more successful business outcomes.

Want to attend Whiteboard University? Click here to learn more.


Click here to purchase your seat at our next How To Charge LIVE event in August.

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The Elite Financial Advisor Podcast With Sten MorganBy Sten Morgan

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