In this episode, Sten Morgan explains why revenue is the most critical resistance point for financial advisors. He shares the value-first prospecting framework, which helps advisors attract ideal clients, build efficient financial plans, and create sustainable revenue systems. The conversation includes both short—and long-term strategies for driving consistent growth.
Key Takeaways
- Revenue solves most business problems
- Know your ideal client
- Lead with value to earn trust
- Targeted prospecting beats the shotgun approach
- People will pay for real value
- Efficient planning drives revenue
- Sustainable systems win long-term
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The Elite Financial Advisor Podcast With Sten Morgan