The Elite Financial Advisor Podcast With Sten Morgan

189 How to Overcome The Revenue/Prospecting Resistance in Your Practice


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In this episode, Sten Morgan explains why revenue is the most critical resistance point for financial advisors. He shares the value-first prospecting framework, which helps advisors attract ideal clients, build efficient financial plans, and create sustainable revenue systems. The conversation includes both short—and long-term strategies for driving consistent growth.

Key Takeaways

  • Revenue solves most business problems
  • Know your ideal client
  • Lead with value to earn trust
  • Targeted prospecting beats the shotgun approach
  • People will pay for real value
  • Efficient planning drives revenue
  • Sustainable systems win long-term


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The Elite Financial Advisor Podcast With Sten MorganBy Sten Morgan

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