The Elite Financial Advisor Podcast With Sten Morgan 188 How Top Advisors Become Top Advisors. Learn The RESIST Framework.
Jul 4, 2025
Discover the innovative RESIST framework, designed for financial advisors to tackle common challenges. It covers six critical areas, including revenue, execution, and mindset, urging advisors to focus on one at a time for greater growth. Learn how effective leadership and client engagement can transform your practice. Explore the speaker's personal journey to confidence and the importance of a supportive team in overcoming resistance. Continuous improvement and scalable systems are highlighted as essential for long-term success.
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Focus On One Main Resistance
- Identify the single biggest area of resistance in your practice and focus all time, energy, and money on it.
- Complete a short sprint (e.g., three months) to move that area from average to good before switching focus.
RESIST Framework Overview
- The RESIST framework groups common advisor challenges into six clear categories to diagnose bottlenecks.
- These categories are Revenue, Execution, Systems, Ideas, Speaking, and Thinking.
Make Prospecting Systematic
- Prospecting and revenue are non-negotiable; you must create a repeatable system to bring in clients.
- Shift from quantity-based at-bats to higher-quality meetings with a higher close rate.
