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4. Five Advisor Stages - Maturing
- How advisors try to level up
- The shift to a business owner mindset
- The importance of client segmentation
- The benefits of a practice manager
- How Sten was able to leave the maturing stage
- How Sten utilizes his COI network
- Level up steps
View all episodes
By Sten Morgan & Andy Traub
4.8
9191 ratings
- How advisors try to level up
- The shift to a business owner mindset
- The importance of client segmentation
- The benefits of a practice manager
- How Sten was able to leave the maturing stage
- How Sten utilizes his COI network
- Level up steps
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