The Elite Financial Advisor Podcast With Sten Morgan

28. Does This Stuff Work? Interviews with Four Advisors

Sep 2, 2022
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Episode notes
1
Introduction
00:00 • 2min
2
I'm Not Satisfied, I Just Want to Try New Things
01:35 • 2min
3
Portfolio Management and Financial Planning
03:29 • 2min
4
Portfolio Management
05:27 • 2min
5
I'm Up at Four in the Morning and Work on Stuff.
07:45 • 2min
6
How to Quantify Your Tax Savings
09:23 • 2min
7
I Love Your Onboarding Process, I'm Having a Better Experience
11:30 • 2min
8
What Have You Changed About Your Business?
13:55 • 3min
9
How Do You Get Your Clients to Trust You With Their Funds?
16:50 • 2min
10
How Much Do You Feel Confident About Charging for Your Time?
19:16 • 2min
11
I'll Just Be Like Working or Let Go for Runnl
21:22 • 2min
12
Are You Having a Good Day?
23:49 • 2min
13
How Much Are You Charging for Advice?
25:28 • 2min
14
A Marney Was a Game Changer for Me
26:59 • 2min
15
The Changes You've Made as a Member of the Arizer Network
29:08 • 2min
16
True Life Financial Planning May Not Exist Anymore
31:23 • 2min
17
Isi, Love and Hate That Phrase?
33:12 • 2min
18
How Are the Meanings Different for You?
35:42 • 2min
19
Transformative, Not Transactional, Is Imperative
37:30 • 2min
20
Transforming Your Business
39:14 • 2min
21
I'm Just Kitty. I'll Tell You About Why It's Better
41:25 • 3min