Today we’re diving into one of the most important — and most avoided — skills for advisors: communication. Specifically, how do you talk to clients during a down market? Sten shares what he’s doing at Legacy and gives practical advice on how often to reach out, what to say, and why sharpening this superpower can set great advisors apart.

GoBeElite.com

In our latest podcast episode, Sten sits down with Jamie—a financial advisory expert with over 20 years of experience—to unpack what it really takes to build an enduring, team-driven business.

They cover:

• Leadership and team dynamics
• Mindset shifts at every stage
• Moving from solo practice to sustainable firm
• How to build structure that supports growth

If you're ready to lead with more clarity and scale with intention, this episode is a must-listen.

Listen now [insert link].

P.S. We’ve made big upgrades inside the community—new content, VIP access, and a full-time community manager. Now’s the time to re-engage. EAN Community

Excited to share that Episode 175 of the podcast is now live! Here’s what it’s all about:

• Challenges faced by financial advisors in marketing
• Significance of personal branding in building client trust
• Common marketing pitfalls and mistakes to avoid
• The role of consistent communication in client retention
• Navigating compliance issues in financial marketing
• Creating a strong digital footprint and online presence
• Encouragement for advisors to take strategic marketing actions

Marketing strategies tailored for financial advisors, addressing challenges like compliance and the need for a structured marketing plan.

https://www.barnummarketingagency.com/

Excited to share that Episode 174 of the podcast is now live! Here’s what it’s all about:

The Industry is Evolving

• Aging advisor population
• Wealth transfer to women by 2030
• Shift from investment management to true financial planning

Why This Matters

• Advisors who adapt will create more value and opportunity
• Clients are more willing than ever to pay for planning—but only if we present it the right way
• There’s a clear path from being a traditional advisor to becoming a trusted consultant

Inside the Episode

• Personal stories about missed opportunities (like Bitcoin)
• Clear examples of how to shift from product sales to planning
• Tips on how to talk about your value and charge for your expertise

Tune In

If you want to stay relevant and thrive in a changing market, this episode is a must-listen

Let me know what stands out to you—we’d love your feedback!

To Your Success,

Sten J. Morgan, CFP®, ChFC®

http://www.HowToChargeLive.com

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https://eadvisornetwork.com/podcast/

Sten Morgan, CFP, ChFC, is a leading voice in the financial services industry and one of the most accomplished young advisors in the country. He founded Legacy Investment Planning at age 25 and was named a "40 under 40" advisor by Investment News at age 30. As president of Legacy, he strives to effect positive change in the industry, coach and support other advisors, and bring true value and vision to his clients. In 7 Mindsets of Success: What You Really Need to Do to Achieve Rapid, Top-Level Success (Morgan James Publishing, February 2017), he shares tips and advice for building a successful business, including the seven mindsets that helped him become a top financial advisor with his own firm at such a young age.

Sten J. Morgan, CFP®, ChFC®

Finding the right talent is one of the biggest challenges in the financial advisory industry. In our latest podcast episode, we dive deep into the recruiting process with an expert who transitioned from financial advisor to recruiting specialist.

Here’s what we cover:

• Challenges in talent acquisition within the financial advisory industry
• Importance of consistent lead generation for recruiting
• Building a strong company culture to attract talent
• Common pitfalls in hiring and the need for a robust candidate pipeline
• Effective onboarding processes for new hires
• When to seek external help for recruiting needs

If hiring and retention are top of mind for you, this episode is a must-listen!

Steve Perry socials:

• Email: [email protected]
• Website: https://thewell.solutions
• Free Success Blueprint: https://hirethewell.com
• LinkedIn: https://linkedin.com/in/realsteveperry
• Instagram: https://instagram.com/real.steve.perry
• YouTube: https://youtube.com/@RealStevePerry
• Facebook: https://facebook.com/real.steve.perry.facebook

I'm thrilled to share some incredible insights from our latest guest, Erin Botsford. Her journey from a challenging upbringing to becoming a successful financial advisor and now coach will teach you about how to improve your career path. 

Download the visual guide we discuss in this episode so you can introduce financial planning to your existing clients. 

Step 1: Join the free EAN Community (or log in if you already have an account)

Step 2: Visit the Free Community Forum to get your free PDF

Join the Community: 

https://community.eadvisornetwork.com/join?invitation_token=af799727a3d8b40734f638331c43d1b33dbeb49c-fb8f31ad-41e8-413e-a3dd-225192ca2f44

Access the downloadable free visual guide:

https://community.eadvisornetwork.com/c/community-forum/discover-the-financial-planning-resource-from-ean-podcast-episode-171

There are six ways to introduce planning to existing clients. You will use multiple ways as you move clients toward planning.

1. Plant the seed
2. Reference regularly
3. Make it inevitable 
4. Don’t assume for them
5. Plans are never free
6. Make it visual

Libby Greiwe is an experienced financial advisor who shares with us the crucial role of client service and effective processes in the financial advisory business. Libby emphasizing how becoming a mother motivated her to streamline her operations and enhance client experiences. She highlights the importance of the first 90 days in client onboarding, breaking it down into three layers: practical tasks, setting expectations, and building human connections. Libby offers actionable strategies for advisors to improve their onboarding processes, ultimately fostering long-term client relationships and business growth.

Connect with Libby on LinkedIn (https://www.linkedin.com/in/libby-greiwe/)

Learn more about The Efficient Advisor here (https://www.theefficientadvisor.com/)

We have 18 seats left for April’s How To Charge LIVE Workshop. 

Get your tickets at http://www.HowToChargeLive.com

In this episode, host Sten sits down with Myles Laroux to talk about his journey in the financial advising industry. Without a traditional finance background, Myles shares how he carved out a successful career through hard work, adaptability, and the right mentorship. He opens up about the challenges of bringing new talent into the business and why creating a supportive environment is so crucial. Myles highlights the power of grit, tenacity, and embracing an owner’s mindset, encouraging young professionals to go all in on their careers. 

This conversation is all about the importance of providing real value, building strong relationships, and continually growing to find success as a financial advisor.

Stop listening to success stories and become one. 

Tickets are on sale for our April 2025 How To Charge LIVE Workshop. 

http://www.HowToChargeLive.com

If you want a successful planning business then we guarantee we will help you achieve that.​​ These advisors overcame their skepticism and feelings of imposter syndrome through our How To Charge LIVE Workshop to sell plans QUICKLY after our workshop.