The Elite Financial Advisor Podcast With Sten Morgan 110. Sten Q&A
Mar 15, 2024
27:58
Get six free training videos and a dozen free planning resources at GoBeElite.com.
In this episode, Sten tackles questions from listeners, offering advice on various aspects of financial advising.
- He discusses the importance of clear communication, especially when explaining one's role as an advisor.
- He emphasizes the shift from selling products to providing true advisory services and the value of collaborating with professionals like CPAs and tax attorneys for tax strategies.
- He also talks about revenue tracking and suggests a performance-based compensation model for W-2 advisors.
Additionally, Sten touches on the personal side of business, talking about managing relationships and the benefits of networking with like-minded individuals for professional growth.
This episode is a blend of practical tips and Sten's personal experiences, aimed at helping financial advisors navigate their careers.
Get six free training videos and a dozen free planning resources at GoBeElite.com.