112. Advisor Stories: The superpower of making things simple with Nate Leo
The Elite Financial Advisor Podcast With Sten Morgan
00:00
Elevating the Financial Advisory Practice
Exploring the team structure in financial advisory, targeting young business owners, expanding client base, collaborating with professionals, and providing valuable advice beyond investments. Discussing estate tax planning, client relationships, networking skills, growth strategies, and aiming for an elite financial advisory path focused on quality interactions and accelerated personal growth.
Transcript
Play full episode
