In this conversation, Taylor Schulte shares his journey from finance to marketing within the financial advisory space. The discussion covers the necessity of creating scalable marketing systems, building effective marketing funnels, and understanding the roles of top and middle funnel strategies in attracting and engaging clients. Schulte provides practical insights for financial advisors looking to enhance their marketing efforts and grow their businesses sustainably. 

Takeaways

• Advisors need to have marketing skills or outsource them.
• It's important to have a system for marketing, just like for financial planning.
• Creating a single effective marketing funnel can lead to sustainable growth.
• Top-of-funnel activities are crucial for awareness.
• Nurture leads through consistent and valuable email content.
• Value-driven content is essential for email opt-ins.
• Direct calls to action are necessary for client engagement.

https://gobeelite.com/

In this episode, Sten Morgan discusses the evolving landscape of financial planning, emphasizing the importance of mindset shifts, overcoming limiting beliefs, and the necessity of charging for financial advice. They explore the transformation from traditional product-selling to a more holistic approach that values time and expertise. The conversation highlights practical strategies for building confidence, improving communication skills, and understanding true financial planning, ultimately encouraging advisors to embrace their worth and the changing dynamics of the industry.

Key Takeaways:

• Clients are willing to pay for financial advice and expertise.
• Overcoming limiting beliefs is crucial for professional growth.
• Building confidence and communication skills is essential for success.
• Charging for financial advice can enhance client relationships and respect.
• Advisors should not fear losing business by charging fees.
• The financial advisory industry is evolving, and advisors must adapt to stay relevant.

https://gobeelite.com/

Joined by the team at Move Health, we explore tools and solutions that make healthcare planning not only easier but a growth opportunity for your practice.

You’ll hear why you should be the one initiating these conversations—and how doing so can instantly set you apart, deepen client trust, and add tremendous value. 

In this episode, we dive into one of the most overlooked yet high-impact areas of financial planning: healthcare. Whether it’s navigating Medicare, estimating retirement healthcare costs, or helping clients avoid costly coverage gaps, this conversation unpacks the strategies advisors need to proactively guide their clients.

We cover:

• Why healthcare planning matters more than ever
• How to make Medicare a natural part of your retirement planning process
• Tools that let you run healthcare cost projections in minutes
• Real-world strategies for turning this topic into client engagement gold

If you've ever said, “I need some help in this category for my practice,” this is the episode you can’t afford to miss.

Links to resources:

The Key to Growth for Financial Firms: Healthcare Planning: https://tinyurl.com/6w28v2ak

Healthcare Planning 101: A Starter Guide for Financial Advisors: https://tinyurl.com/3kzzevv4

The Basics - Resources: https://tinyurl.com/jhnthy2y

Questions? Book a call here: 

https://tinyurl.com/4t3e924b

GoBeElite.com

https://gobeelite.com/

In this conversation, Sten explores the complexities of leadership, particularly the balance between maintaining a positive outlook and being realistic about challenges. Sten discusses the importance of open communication, vulnerability, and authenticity in fostering a healthy team dynamic. The conversation emphasizes the need for leaders to engage in difficult conversations, lead with curiosity, and create a culture where team members feel safe to express their frustrations and ideas. Effective leadership is about being steady and transparent while motivating the team towards common goals.

Takeaways:

• It's not a gift to your team to always say everything's wonderful
• The healthiest teams are more real with their struggles
• Leaders should balance positivity with realism
• Curiosity is key in difficult conversations
• Overly optimistic leaders can avoid pivotal conversations
• Creating a culture of open communication is essential
• Vulnerability and authenticity build trust in leadership
• Setting clear expectations helps in managing team dynamics
• Leaders must confront challenges to foster growth
• Effective leadership requires self-awareness and emotional intelligence

https://gobeelite.com/

In this episode, EAN shares his top five takeaways from the Alex Hormozi event, focusing on the importance of identifying constraints, prioritizing revenue, trading novelty for loyalty, understanding data risk, and optimizing the hiring process. 

takeaways

• You need to find your main constraint.
• Focus on revenue at all costs.
• Trade novelty for loyalty.
• Data risk is huge; make data-driven decisions.
• Your hiring process can make or break your business.
• Don't get distracted by smaller projects.
• 70% of your time should be on what works.
• Have a clear job description and KPIs for hires.
• Consider paying potential hires for project work before employment.

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In this episode, Rick Hu shares his journey from aspiring investment banker to top-performing financial planner at Northwestern Mutual. He opens up about the early struggles, the mindset shift that led him to embrace fee-based planning, and the importance of communication and education in serving clients well. Rick breaks down how advisors can stand out in a crowded industry—by focusing on value, not just products. If you're looking to evolve your practice and lead with impact, this conversation is a must-listen.

1. From Products to Planning: Rick shifted from selling financial products to leading with education and fee-based planning—transforming client trust and results.
2. Mindset Is Everything: His breakthrough came when he moved from a scarcity mindset to one of abundance, focusing on client outcomes instead of commissions.
3. Client Growth Follows Value: Once Rick prioritized education over sales, his client base grew rapidly and sustainably.
4. Fee-Based = Trust: Charging for advice changed the dynamic—clients respected him more, engaged deeper, and viewed him as a true partner.
5. Early Struggles Are Normal: Rick openly shares his rough start—cold calls, rejection, and doubt—but shows how persistence and self-awareness changed everything.
6. Communication Wins: Mastering how to explain planning concepts clearly led to faster conversions and stronger relationships.
7. Support Systems Matter: Having the right team and mentorship was crucial to scaling and staying grounded.
8. The Industry Needs a Shift: Rick believes the future of financial planning is client-centered, transparent, and education-driven—not product-driven.
9. Integrate Insurance + Investments: Holistic planning, not silos, gives clients the best outcomes—and builds advisor credibility.
10. Comfort Kills Growth: Rick warns that getting too comfortable can cap your potential—advisors must stay hungry, humble, and always learning.

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In this episode, Sten and Andy discuss various questions from financial advisors regarding fee structures, client engagement tools, and strategies for working with diverse clientele. They emphasize the importance of clarity and simplicity in fee conversations, the need for effective client engagement tools, and the strategies advisors can use to connect with different types of clients, particularly business owners and medical professionals.

takeaways

• Advisors often struggle with fee structures, balancing between one-time fees and subscription models.
• A value-driven conversation is crucial for client engagement.
• Setting clear expectations with clients can prevent misunderstandings about service delivery.
• Simplicity in fee structures can lead to better client relationships and profitability.
• Effective client engagement tools can enhance the advisor-client relationship.
• Advisors should tailor their communication to the specific needs of different client types.
• Building a framework for client interactions can streamline the planning process.
• Understanding the unique needs of business owners can improve service delivery.
• Continuous iteration and simplification of processes can enhance efficiency.
• Taking action on insights gained from discussions is essential for growth.

GoBeElite.com

In this episode, Sten explains the mindset and strategy shifts advisors need to charge for their value confidently.

Key Points:

• Many advisors approach pricing the wrong way—often timidly or with inconsistent posture.
• The quickest way to change results is to shift your energy and confidence in the very next strategy session.
• Your price should reflect the value you deliver, not just your time or effort.
• Confidence in your fee comes from knowing the client receives far more than they pay.
• When you clearly communicate that value, clients are more likely to say “yes”—but even if they don’t, you’ll stand firm

https://gobeelite.com/

In this episode, Hector Martinez shares why every advisor should know how to talk about risk with their clients—and how to do it well. He unpacks why risk conversations often fall flat and offers simple ways to make them clear, personal, and actionable. Along the way, Hector reflects on the power of mentorship, gratitude, and relationships in the financial industry, reminding us that how we show up for others matters just as much as the advice we give.

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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.

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