The Elite Financial Advisor Podcast With Sten Morgan

164 Greatest Hits: How To Run An Elite Meeting


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We're replaying one of our most popular episodes on how to run an elite meeting. 

  1. Don't have a predetermined outcome
  2. Bring more than a yellow-pad
  3. Look for opportunities to stand up
  4. Quantify the value of your ideas
  5. Avoid overwhelm
  6. Set clear expectations
  7. Avoid negative conversation
...more
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The Elite Financial Advisor Podcast With Sten MorganBy Sten Morgan

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