Becoming An Elite Financial Advisor With Sten Morgan

146 How To Finally Transform Your Financial Advisory Business


Listen Later

In this episode, we discuss the details of our in-person training event, How To Charge LIVE, coming up on October 28th & 29th. 

The Magic of In-Person Training

Virtual training has its perks, but nothing beats the depth and focus of in-person events. Stepping away from daily distractions and spending dedicated time to focus can lead to profound growth and transformation.

Understanding Your Value

We’re sharing personal journeys on overcoming mental roadblocks about pricing and value. It’s all about seeing your expertise as valuable and moving away from just selling products. Learn how to build a sustainable business model that allows you to be compensated fairly for your expertise.

Building a Network of Idea Partners

You don’t need to be an expert in everything. Think of yourself as a project manager who curates the best ideas and resources from a network of specialists. This approach not only improves your service but also builds trust with clients, who appreciate comprehensive support.

Mastering Effective Communication

Elite Advisors are exceptional communicators. We discuss how to move away from static presentations to more interactive and inspiring discussions. Learn key phrases and communication techniques that can significantly improve client interactions, leading to quicker decision-making and stronger relationships.

Transformative Experiences

Hear anecdotes from past attendees who have experienced significant transformations. They leave our events feeling empowered and ready to implement new strategies.

Ready to attend How To Charge LIVE? Click here to get your seat at our next event on October 28th & 29th. Use code PODCAST at checkout for $300 off your ticket.

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

Becoming An Elite Financial Advisor With Sten MorganBy Sten Morgan

  • 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
Notes on the Week Ahead by Dr. David Kelly

Notes on the Week Ahead

189 Listeners

Masters in Business by Bloomberg

Masters in Business

2,174 Listeners

The Meb Faber Show - Better Investing by The Idea Farm

The Meb Faber Show - Better Investing

937 Listeners

Capital Ideas Podcast by Capital Group

Capital Ideas Podcast

279 Listeners

Animal Spirits Podcast by The Compound

Animal Spirits Podcast

1,992 Listeners

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

The Perfect RIA

454 Listeners

Small Business Tax Savings Podcast by Mike Jesowshek, CPA

Small Business Tax Savings Podcast

247 Listeners

Financial Advisor Marketing Podcast by James Pollard

Financial Advisor Marketing Podcast

92 Listeners

The Compound and Friends by The Compound

The Compound and Friends

2,047 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

241 Listeners

Barron's Advisor by Barron's Advisor

Barron's Advisor

108 Listeners

Barron's Live by Barron's Live

Barron's Live

195 Listeners

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

The Efficient Advisor: Tactical Business Advice for Financial Planners

118 Listeners

Facts vs Feelings with Ryan Detrick & Sonu Varghese by Carson Investment Research

Facts vs Feelings with Ryan Detrick & Sonu Varghese

42 Listeners

The Money Mondays by Dan Fleyshman

The Money Mondays

458 Listeners