Podcast: Elementality for Financial Advisors | Elements Financial Vitals System™ (LS 35 · TOP 3% what is this?)
Episode: Proving Your Advice Is Valuable With Sten Morgan
Pub date: 2021-12-21

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Hustling for sales works for financial products, but as a planner—whose product is advice—you have to prove why your advice is valuable first.On this episode of the Elementality podcast, Reese Harper welcomes Sten Morgan of Legacy Investment Planning. Sten reveals why sharing your best ideas with prospects from the start builds trust and leads to higher close rates.

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