The Elite Financial Advisor Podcast 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.

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The Elite Financial Advisor Podcast With Sten MorganBy Sten Morgan

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