Sign up to save your podcasts
Or
Share Proving Your Advice Is Valuable With Sten Morgan
Share to email
Share to Facebook
Share to X
Share to email
Share to Facebook
Share to X
Or
Proving Your Advice Is Valuable With Sten Morgan
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.
View all episodes
By Jordan Haines, CFP®
4.8
3434 ratings
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.
More shows like Elementality for Financial Advisors | Elements Financial Vitals System™
View all
WSJ Your Money Briefing
1,715 Listeners
Behind The Advisor
142 Listeners
The Meb Faber Show - Better Investing
926 Listeners
Capital Ideas Podcast
273 Listeners
Animal Spirits Podcast
2,002 Listeners
Wall Street Breakfast
1,016 Listeners
The Perfect RIA
454 Listeners
The Compound and Friends
2,068 Listeners
The Long View
877 Listeners
Kitces and Carl - Real Talk for Real Financial Advisors
239 Listeners
Barron's Advisor
108 Listeners
The Efficient Advisor: Tactical Business Advice for Financial Planners
125 Listeners
Retirement Planning Education, with Andy Panko
749 Listeners
Only Fee-Only
15 Listeners
Advisor Marketing Made Simple
18 Listeners