The Perfect RIA

Sten Morgan Interview [Episode 98]


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Being able to deliver a ton of value in the first few meetings with a potential client is crucial for finding success, but it's also about the way you deliver it. In this episode, Matt sits down to chat with Sten Morgan, a fellow financial advisor who has developed a method for rapid success. You will hear Sten's best tips and insight on delivering massive value and triggering massive growth.

You can find show notes and more information by clicking here: https://bit.ly/3fRGKkT

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The Perfect RIABy Matthew Jarvis, CFP® & Micah Shilanski, CFP®

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