Businesses don’t exist unless they make a profit; that’s a fact. But what else can and should you measure the success of your business? What else matters other than income?

We’ll dive deep into that question in this episode.

Full episode notes: stenmorgan.com/13 

It’s May of 2022 and the markets have been volatile. You MAY have clients calling you in a panic and wanting answers on what to do or asking questions about what YOU'RE going to do for them.

In this episode, Sten will tell you how to prepare clients for volatile markets and what to tell them when they do express concerns.

stenmorgan.com/12

 

This episode will sound different because we recorded it at our live event in Nashville in January of 2022. The topic, though, is familiar. Sten and Andy discuss the role of community in the life of an advisor. 

Are the people you work with helping you succeed or holding you back?

What makes a great community?

What should be required of people in a healthy community?

Should you pay for a community, or should it be free? 

Are lead groups like BNI worth it? 

The answers to those questions and more are in this episode. 

TheLevelUpCommunity.com

eAdvisorNetwork.com

StenMorgan.com/11

 

 

 

What if the best way to double the revenue of your business was something you already had, but you weren’t utilizing it to its full potential?

In this episode, we’ll teach you five specific ways that your administrator can help you double your revenue and how we can help you and your admin make that idea a reality.

If you’d like to level up your administrator then we want to invite you and your administrator to attend a free training on May 3rd or 4th. You can find all the details for that training at TheLevelUpCommunity.com   For more details on this episode, you can visit stenmorgan.com/10

One of the reasons Hollywood makes billions of dollars a year is that they’re experts in telling stories. Stories draw us in and then keep our attention, and that’s why we’ll be interviewing members of our community and sharing their stories with you.

• Why did they get into the business?
• What’s their journey been like?
• What are they doing to improve their business?
• How have they built a team around them?
• How have they implemented the guidance we provide through the Elite Advisor Network to improve themselves and their business?

We hope you enjoy hearing about Michael’s journey and that it inspires you to continue to invest in your personal and business development. If you would like to be part of our Elite Advisor Network, visit http://www.stenmorgan.com/ean/ to apply. 

Michael mentions his experience and subsequent success after going through our program, The Six-Figure Revenue Stream: Implementing Financial Planning To Grow Your Business. If you would like to start charging money for your advice or improve your existing systems, visit eAdvisorNetwork.com/store

Full Show Notes: StenMorgan.com/9

Welcome to episode eight of the Sten Morgan Podcast, where we help financial professionals like you, recognize and reach your potential faster.

In today’s episode, Sten shares one of several Meeting Superpowers. Whiteboarding is a term Sten uses to talk about anytime you illustrate an idea by hand in a client meeting. It’s a method of communicating and teaching that is rarely if ever taught in the financial services industry. Whiteboarding is a key ingredient to creating a high closing rate among the advisors in our Elite Advisor Network and today we’ll go into great detail on how to implement it in your business.

If you’d like to learn more whiteboard ideas then I invite you to visit http://www.stenmorgan.com/ean/ and apply to join our Elite Advisor Network.

Here are links to the tools Sten uses in our office:

https://www.stenmorgan.com/glasswhiteboard

https://www.stenmorgan.com/markers

For show notes and more:

StenMorgan.com/8

 

We tackle the topic of playing office.

1. Why goals without KPI are just wishes
2. How playing office annoys team members who work hard
3. Being reactive will always leave you behind
4. How to set boundaries on your work hours
5. Why great ideas come from being out of the office
6. Why results are more important than the number of hours you work

Book recommendation: Atomic Habits

For show notes and more: StenMorgan.com/7

 

• The risks of the Thriving stage
• The characteristics of the Thriving stage
• How relationships are affected by the Five Advisor Stages
• The risk of being intoxicated with success
• The one roadblock to achieving Thriving

https://www.stenmorgan.com/6

 

 

• How to determine what stage you are at
• Identifiers of the Comfortable stage
• The benefits of being in the Comfortable stage
• How to advance out of the Comfortable stage

For show notes and more: https://www.stenmorgan.com/5

• How advisors try to level up
• The shift to a business owner mindset
• The importance of client segmentation
• The benefits of a practice manager
• How Sten was able to leave the maturing stage
• How Sten utilizes his COI network
• Level up steps

For show notes and more: https://www.stenmorgan.com/4