The Elite Financial Advisor Podcast With Sten Morgan cover image

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The Elite Financial Advisor Podcast With Sten Morgan

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The First Financial Planning S Event I've Never Been Around

Sten: Being around people that had done it was a huge first step. He says you should always have two investment options for your client and prospect. "It could, it gives them two chances to say yes twice," Sten says of clients who want the better option.

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