The Elite Financial Advisor Podcast With Sten Morgan

54. 8X Planning Revenue + How To Fire Clients

Mar 10, 2023
Explore achieving success through attending events and how it can positively impact a business. Learn about the importance of collaboration and team workshops for growth. Gain insights on ending client relationships and evaluating client fit. Discover the challenges of client retention and the process of firing clients for constant evaluation of the client base.
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Episode notes
1
Introduction
00:00 • 2min
2
Achieving Success and Changing Mindset through an Event
02:18 • 2min
3
The Importance of Collaboration and Growth
04:25 • 2min
4
Improving as an Advisor and Ending Client Relationships
06:02 • 3min
5
Client Fit and Evaluations
08:43 • 24min