The Elite Financial Advisor Podcast With Sten Morgan 8. Whiteboarding - The greatest strategy meeting superpower
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: