view_agenda Chapters
auto_awesome Transcript
info_circle Episode notes
- How advisors try to level up
- The shift to a business owner mindset
- The importance of client segmentation
- The benefits of a practice manager
- How Sten was able to leave the maturing stage
- How Sten utilizes his COI network
- Level up steps
For show notes and more:
https://www.stenmorgan.com/4
