Becoming An Elite Financial Advisor With Sten Morgan

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


Listen Later

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


https://gobeelite.com/

...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
Investing Insights by Morningstar

Investing Insights

504 Listeners

Your Money, Your Wealth by Joe Anderson, CFP® & Alan Clopine, CPA of Pure Financial Advisors

Your Money, Your Wealth

787 Listeners

The Retirement and IRA Show by Jim Saulnier, CFP® & Chris Stein, CFP®

The Retirement and IRA Show

744 Listeners

Retirement Starts Today by Benjamin Brandt CFP®, RICP®

Retirement Starts Today

514 Listeners

Animal Spirits Podcast by The Compound

Animal Spirits Podcast

1,998 Listeners

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

The Perfect RIA

455 Listeners

Small Business Tax Savings Podcast by Mike Jesowshek, CPA

Small Business Tax Savings Podcast

249 Listeners

Financial Advisor Marketing Podcast by James Pollard

Financial Advisor Marketing Podcast

94 Listeners

The Compound and Friends by The Compound

The Compound and Friends

2,075 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

240 Listeners

Ready For Retirement by James Conole, CFP®

Ready For Retirement

792 Listeners

Barron's Advisor by Barron's Advisor

Barron's Advisor

108 Listeners

Ask The Compound by The Compound

Ask The Compound

311 Listeners

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

The Efficient Advisor: Tactical Business Advice for Financial Planners

125 Listeners

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

Facts vs Feelings with Ryan Detrick & Sonu Varghese

46 Listeners