The Elite Financial Advisor Podcast With Sten Morgan cover image

28. Does This Stuff Work? Interviews with Four Advisors

The Elite Financial Advisor Podcast With Sten Morgan

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How Do You Get Your Clients to Trust You With Their Funds?

Two years from kind a like the beginning of that process for me, has just been incredible. Broadly speaking, it's a client that is typically younger, like in their alsa thirties and forties. The ease, the low hanging trog is folks that own a small business. And i've had to get creative on through this process to figure out ways to make that worko.

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