The Elite Financial Advisor Podcast With Sten Morgan

We have five tickets left for our next How To Charge LIVE workshop. Get yours at: http://www. HowToChargeLive.com We’re revisiting a popular topic today. Head trash is the pesky limiting beliefs and negative thoughts that hold us back. We all have them, but their intensity and impact vary. They're often formed by external influences and personal experiences, and they can be as subtle as a beli...

If you really want to add six-figures of revenue to your company then you need to attend our How To Charge LIVE workshop. Get the BEST deal we've ever offered by visiting:  http://www. HowToChargeLive.com Today we explore time management that will help you achieve 10X goals. Specifically the three kinds of days you should plan out; Focus, Buffer and Free days. The Journey of Prioritization: I...

We still have a special running for anyone who buys their seat for January’s How To Charge LIVE event. Learn the details at: http://www. HowToChargeLive.com Today we dive into we look into what it takes to level up your leadership as you work towards 10X goals. Level 1: Rugged individualist, doing everything yourself. Level 2: Manager who has recruited a team around you. Level 3: Leader who has ex...

Save $1500 if you attend our January 2024 How To Charge LIVE event. Until November 10th, 2023 you get the How To Charge For Your Advice online program FREE (a $1500 value) when you purchase a ticket to the January in-person event. http://www. HowToChargeLive.com This week we start a three part series where we dive into a book that has significantly influenced our approach to business - 10x Is Easi...

Today, we take a deep dive into the Investment Decision Filter, a powerful tool that helps clients make well-informed decisions when working with you. First, we’ll remind you of the importance of using concepts and strategies during client meetings to establish a strong rapport and provide added value. Then, we’ll get into the details of the Investment Decision Filter, which teaches consumers the...

Those who communicate clearly, win. In this episode we discuss the Power of Simplicity: It's not about fancy words or complex illustrations, but making information relevant and understandable. How to Level Up Your Communication Skills: We highlight the need for advisors to invest in their communication skills. It's about creating an experience, explaining concepts clearly, and leaving clie...

In this podcast episode, Sten and Andy reflect on their recent trip to Las Vegas and share some humorous stories. They then delve into a discussion about the difference between achievement and success, emphasizing the importance of constantly striving for growth and not becoming complacent. They highlight the industry's definition of success as a potential hindrance to advisors reaching their...

http://www. StenMorgan.com/Webinar - Sign up for Sten’s webinar on Communication That Converts. He’s holding two on October 12th at 9 am and 2 pm CT. Ever caught yourself questioning traditional practices? Sten did, especially when it came to asking for referrals. Just asking for names felt awkward and ineffective. His solution? Adding value first. Let's put ourselves in our client's shoes...

Today, we talk through the challenges and benefits of hiring. Hiring is not an expense, it’s an investment in your business. So, why wait for the perfect financial situation? You must embrace the power of hiring sooner to experience increased productivity and success. This is how Elite advisors become ELITE! You may need a mindset shift to prioritize hiring and the importance of setting high stand...

In this week's episode we invited three advisors who had recently attended our How To Charge LIVE event into the studio. You can hear their reactions to the event and also what they're going to do when they get home to implement what they learned. We’ve already sold 25% of the seats for January’s event, so get yours today at  http://www. HowToChargeLive.com .

In this week’s episode, we discuss common unhealthy phrases and beliefs that advisors often have. They emphasize the importance of overcoming these barriers to become Elite advisors. The conversation covers topics such as feeling alienated in the office, lack of confidence in hiring, the importance of leadership and humility, overcoming age or inexperience limitations, the pitfalls of buying a boo...

I'm thrilled to share some exciting insights from our latest podcast episode where Matt Reiner of https://www.mattreiner.com and I dove deep into the world of AI, specifically chat GPT, and its potential in the advisory industry. Embracing Innovation: We discussed the common hesitancy among advisors to adopt new technologies. While it's natural to stick to what's familiar, we believe t...

Registration for January’s How To Charge LIVE event is 20% sold so get your ticket below before they are sold out. http://www. HowToChargeLive.com The Balance of Custom and Scalable: We explored the myth that personal touch is lost when a business scales. It's possible to maintain an outstanding client experience while growing a successful business. The key lies in building systems that can ha...

I'm thrilled to share with you some insights from my recent podcast episode with Brad Johnson, founder of Triad Partners. Brad's journey from a small-town boy to a successful financial advisor and now coach to advisors is worth learning about. https://triadpartners.com https://bradleyjohnson.com In our chat, Brad shared his transition from the corporate world to finance, a field he found h...

This week we discussed the factors that influence clients' buying decisions. To be great in sales, you need to understand every factor in a buying decision. Here are the ten areas we covered. 1. Their needs and wants 2. Emotions and desire 3. Perceived value 4. Social Influence (referrals)/ Peer recommendations 5. Discounts 6. Product quality and features 7. Convenience 8. Cultural and persona...

There are six spots left for our September How To Charge LIVE event. If you want to stop hoping you get AUM or sell a policy to make your time and effort worthwhile and start charging for your time and ideas, then this event is for you. We guarantee that your first planning client will pay for the event. http://www. HowToChargeLive.com Today we talk about how to price your services. One of the mos...

There are 10 seats left to our How To Charge LIVE event in September at our offices outside of Nashville, Tennessee. If you’d like to attend you can book a call to get your questions answered or get your ticket at http://www. HowToChargeLive.com . I'm thrilled to share with you the highlights of my recent podcast episode where I was able to talk with my friend Matt Jarvis, a successful financi...

Get your Planning Readiness Score - http://www. StenMorgan.com/Ready Attend the How To Charge LIVE event - http://www. HowToChargeLive.com This episode is a recording of a recent training session we hosted on the six steps to charging for your advice.  Our training session was designed to help financial advisors understand how to charge for their advice effectively. We've even created an asses...

Save $500 on the HTC LIVE when you use code freehotel http://www. HowToChargeLive.com   We’re excited to share some valuable insights from my recent conversation with Jay Duffy, a financial advisor from Baltimore, Maryland. Jay attended our "How to Charge Live" event and has since implemented some significant changes in his approach to financial advisory services. The Journey to Change Jay...

Hey friend, We’ve got a great episode and a free guide for you today.  http://www. StenMorgan.com/commitment Commitment: A Daily Practice, Not a New Year's Resolution We often think of commitment as a once-a-year event, but it's actually a daily and weekly practice. It's the missing piece in achieving our goals and desires, and it's all about follow-through and execution. The Natur...

July 11th Elite Prospecting Webinar Registration - https://www.eAdvisorNetwork.com/webinar   Event Registration - http://www. HowToChargeLive.com In today’s episode, you’ll meet Myles and Robert, advisors who attended the "How to Charge LIVE event in 2023. When Robert first heard about the event, he was skeptical about charging for services that his firm was already providing for free. But att...

Before you check out this week’s podcast, I wanted to remind you about our upcoming live event in September 2023. We have a special offer just for our loyal listeners - a $500 discount on registration that you can put towards your hotel stay. Use coupon code free hotel to get your discount. This event is all about adding six figures of planning revenue to your business, and we guarantee that it wi...

We’ve never done this before. We’re giving away our How To Charge online training program when you purchase your ticket to September’s How To Charge LIVE event. That’s a $1,500 value. Here’s how to get your free program. Purchase your ticket before July 1st, 2023, and we’ll respond with a code to get HTC Online for free. If you’ve already purchased the online program, we’ll pay for your hotel stay...

Registration for our September How To Charge LIVE event is open. Get your seat at http://www. HowToChargeLive.com This is the first of a new series called "Learn the Hard Way" where we cover lessons advisors have learned through experience and how to avoid making the same mistakes. Today we cover: How process saves us from ourselves Why healthy people pursue hard conversations How boundari...

Head trash is the umbrella term that covers the limiting beliefs that you may have, such as feeling inferior when working with clients who have more wealth or feeling demotivated when a potential client already has an advisor. Today we talk about how to overcome these beliefs and cultivate self-assurance in your work as an advisor. Fears must be confronted and today we’ll help you confront them so...