In this week’s episode, Andy interviews Kyle Kuyat, VP of Business Development and part of the recruiting team at Silver Oak, about why financial advisors switch companies and the process of switching. They discuss the different options available for financial advisors, such as wirehouses, banks, and independent broker-dealers, and how the industry has changed due to mergers and acquisitions. They also emphasize the importance of finding the right fit for both the advisor and the company, cautioning against the potential pitfalls of switching companies. This episode has a TON of practical advice for financial advisors considering a switch.

In this podcast episode, we discuss exactly what we teach at How To Charge LIVE. If you want to find out if HTC LIVE can help you, then you can set up a 1:1 call with Andy by visiting this link.

https://calendly.com/andytraub/htc-live

Event Details:

http://www.HowToChargeLive.com

We walk through each session of the event, starting with mindset. The event is designed to provide practical exercises and tools you can immediately implement in your business. We’ll teach you how to create urgency and quantify ideas to convince clients of the value of working with you.

You MUST understand the value you bring to the table and charge accordingly. This event will teach you how to think differently and develop the skills necessary to achieve greater success in your practice.

Today we discuss the frustration that comes with people settling for average and not taking action towards their goals. Sten emphasizes the importance of being self-aware and pushing yourself out of your comfort zone to achieve success. We discuss the unhealthy nature of a comfortable life and the need to constantly challenge yourself to avoid settling for mediocrity.

This begins with being self-aware and constantly challenge yourself to achieve success.

One practical way you can take action is to book a one-on-one session with Andy to save $500 on event registration.

Book your call to get all of your questions answered about the May event by visiting this page. http://www.HowToChargeLive.com 

If you want to charge for your advice then join us at our offices outside of Nashville. Go to http://www.StenMorgan.com/HowToLive to book a time to meet with me 1:1 to discuss the event.

To get your free issue of The Virtual Advisor go to joinadv.com/eliteFA.

We've opened registration for our may How To Charge LIVE event. If you want to save $500 then you can register by 5pm CT Friday, March 17th using code freehotel. http://www.StenMorgan.com/HowToLive 

If you want to add a new six-figure revenue stream, then you need to join us on May 8th and 9th here in Nashville, Tennessee.

We're hosting another How To Charge LIVE training at our beautiful offices.

You can learn more at http://www.StenMorgan.com/HowToLive In today's episode, we'll teach you when, why, and how to fire clients that you no longer want to work with.

First, you'll hear from a few attendees of our last How To Charge LIVE event.

If you want to learn how Sten uses big ideas to convert prospects you need to attend our How To Charge LIVE event in May. Find out more at:

StenMorgan.com/HowToLive

When you solve big problems for prospects they'll want to do business with you. Focusing on big problems separates you from the competition.

Focusing on big ideas helps prospects have a larger vision for their finances, and get more excited about taking action.

You'll also get more referrals when you focus on big ideas because big ideas are worth talking about.

If you want to get paid for your advice then our How To Charge LIVE event will pay for itself with ONE planning client.

You can register for the event at StenMorgan.com/HowToLive

We have 30 seats and you should be in one of them.

Don't you wish there were magical words that would help a prospect become a client? Well, good news, there are. They're called power phrases and in today's episode we talk about one of Sten's favorites, when to use it in a meeting, and why it works so well in building trust with a prospect.

The best investment of capital is to improve yourself.

Go to the URL below to join the Elite Advisor Network or to schedule an appointment to talk to us 1:1 about the decision.

StenMorgan.com/ean

Be cautious about throwing money at problems like marketing or leads. Instead, improve your skills and market with more specific targets.

StenMorgan.com/EAN - If you want to reach your full potential faster, then our Elite Advisor Network community will help you do it. With live calls twice a month, discounts on all of our live and digital programs, free memberships to industry resources, and discounts on tools, your membership with EAN will help you improve faster than you thought possible. 

To learn more about the community go to StenMorgan.com/EAN. You can also book a call to talk with Andy if you have questions before you apply.