The Elite Financial Advisor Podcast With Sten Morgan

Today we discuss the frustration that comes with people settling for average and not taking action towards their goals. Sten emphasizes the importance of being self-aware and pushing yourself out of your comfort zone to achieve success. We discuss the unhealthy nature of a comfortable life and the need to constantly challenge yourself to avoid settling for mediocrity. This begins with being self-aware and constantly challenge yourself to achieve success. One practical way you can take action is to book a one-on-one session with Andy to save $500 on event registration. Book your call to get all of your questions answered about the May event by visiting this page. http://www.HowToChargeLive.com 

If you want to charge for your advice then join us at our offices outside of Nashville. Go to http://www.StenMorgan.com/HowToLive to book a time to meet with me 1:1 to discuss the event.

To get your free issue of The Virtual Advisor go to joinadv.com/eliteFA. We've opened registration for our may How To Charge LIVE event. If you want to save $500 then you can register by 5pm CT Friday, March 17th using code freehotel. http://www.StenMorgan.com/HowToLive 

Explore achieving success through attending events and how it can positively impact a business. Learn about the importance of collaboration and team workshops for growth. Gain insights on ending client relationships and evaluating client fit. Discover the challenges of client retention and the process of firing clients for constant evaluation of the client base.

If you want to learn how Sten uses big ideas to convert prospects you need to attend our How To Charge LIVE event in May. Find out more at: StenMorgan.com/HowToLive When you solve big problems for prospects they'll want to do business with you. Focusing on big problems separates you from the competition. Focusing on big ideas helps prospects have a larger vision for their finances, and get more excited about taking action. You'll also get more referrals when you focus on big ideas because big ideas are worth talking about.

If you want to get paid for your advice then our How To Charge LIVE event will pay for itself with ONE planning client. You can register for the event at StenMorgan.com/HowToLive We have 30 seats and you should be in one of them. Don't you wish there were magical words that would help a prospect become a client? Well, good news, there are. They're called power phrases and in today's episode we talk about one of Sten's favorites, when to use it in a meeting, and why it works so well in building trust with a prospect.

The best investment of capital is to improve yourself. Go to the URL below to join the Elite Advisor Network or to schedule an appointment to talk to us 1:1 about the decision. StenMorgan.com/ean Be cautious about throwing money at problems like marketing or leads. Instead, improve your skills and market with more specific targets.

StenMorgan.com/EAN - If you want to reach your full potential faster, then our Elite Advisor Network community will help you do it. With live calls twice a month, discounts on all of our live and digital programs, free memberships to industry resources, and discounts on tools, your membership with EAN will help you improve faster than you thought possible.  To learn more about the community go to StenMorgan.com/EAN. You can also book a call to talk with Andy if you have questions before you apply.

When you use targeting strategies well, you'll identify leads more easily and get into planning conversations more quickly. There are dozens of targeting strategies, and your COI network is the best place to find them. In this episode we outline what a targeting strategy is and how you can use it to increase your book of business faster than you think.  

Advisors who take the time to teach financial concepts to their clients will empower them to make confident decisions about financial strategies. When clients make confident decisions about financial strategies, they'll have better outcomes. Take time to teach concepts in your meetings. It will lead to better outcomes for your work with the client. Sten's most common concept that he teaches is the investment decision filter. When making an investment decision of any kind, clients should factor in fees, risk, performance, and tax implications. Once clients understand this concept, they feel empowered to make decisions about strategies. That's an ideal working relationship.