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The Elite Financial Advisor Podcast With Sten Morgan
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164 Greatest Hits: How To Run An Elite Meeting
Jan 17, 2025
29:58
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Episode notes
We're replaying one of our most popular episodes on how to run an elite meeting.
Don't have a predetermined outcome
Bring more than a yellow-pad
Look for opportunities to stand up
Quantify the value of your ideas
Avoid overwhelm
Set clear expectations
Avoid negative conversation