The Elite Financial Advisor Podcast With Sten Morgan

Free training - StenMorgan.com/50k January event - StenMorgan.com/HowToLive  $400 discount coupon code if you register before Thanksgiving: freehotel  We want you to be the first to know about a free training that Sten and I are offering twice on November 22nd called How To Add 50K In Planning Revenue. To register, go to StenMorgan.com/50k. Sten has generated over 1.7M in planning fees and will generate over $600,000 in planning fees in 2022 alone. So, whether you've never charged for advice or you've got a thriving planning business, you will learn how to add revenue to your business.  That registration link is StenMorgan.com/50k. If you're ready to invest in your personal development and the growth of your business then you should come to Nashville in January to take part in our first How To Charge LIVE event. You'll work with Sten and his team to make sure you're ready to start charging for advice or improve your current planning business so you can reach your true potential.  You can get your seat for the event at StenMorgan.com/HowToLive. If you register before Thanksgiving then we'll cover your hotel costs for the two days you're in town. Just use coupon code freehotel to receive $400 off your registration and put that towards one of the quality hotels within minutes of our event.  We'll see you at our live training on the 22nd and in January at our event!

What's the recipe for more confidence? In this episode, we give specific examples of things you can do to grow your confidence and things you have to avoid if you want to protect your confidence. If you want to grow in your confidence in charging for your advice then you need to attend our How To Charge LIVE event in January at our offices outside Nashville, Tennessee. You can learn more at StenMorgan.com/HowToLive

How important is confidence if you want to be successful in this industry? Why do some people have more than others? Can you be too confident? How do you measure your confidence level? Check out our YouTube channel for the bonus video where we answer the five questions posed at the end of today's episode. StenMorgan.com/YouTube   If you want to grow in your confidence in getting paid for your advice then you should attend our How To Charge LIVE event. Find out more at StenMorgan.com/HowToLive

80% of 2022 is over, so it makes sense that we would look forward to things we want to be different in 2023. One area we have a tremendous amount of control over is our health. But there’s more to health than carrots and running shoes. Health is spiritual. Health is who we spend our time with, and health is how we see the world. In this episode, we get practical and discuss what we can do today to improve our health and the impact that has on our business and personal life. Lastly, here's the song Andy mentions in the episode. Be Kind To Yourself by Andrew Peterson   StenMorgan.com/35 Watch on YouTube

How do you accelerate your learning and take actions that grow your business instead of wandering from podcast to podcast or online program to online program? In this episode, Sten and I discuss the elite path of learning and why we believe it includes you attending our live event, How To Charge For Your Advice LIVE, in January of 2023. If you’d like to be the first to know when we open registration for the event, go to the URL below. StenMorgan.com/HowToLive   Watch on YouTube

In this special episode, Sten and Andy share a conversation they had with one of the members of the Elite Advisor Network about his struggles getting clients to accept planning proposals. This member has been doing paid planning, and his team is growing as a result. What’s wrong with his process? Is he not showing the value of his advice? Is he taking too long to give value during meetings? Is he overcomplicating the ideas he’s presenting? Or is he simply getting the wrong leads? Listen as they work through his situation and, in the process, help you get more planning clients.   StenMorgan.com/33 StenMorgan.com/Revenue   Watch on YouTube      

In this episode,  Sten and Andy will give you seven practical things you can do to improve how you answer the question, "What do you do?". You can also create several answers to use in different situations by visiting this link or StenMorgan.com/WhatDoYouDo   Watch on YouTube

In this episode, we'll hear from Sten about the state of Sten's company, Legacy Investment Planning. If you’re an advisor who has a team or aspires to grow your team, this conversation will be helpful to you. www.stenmorgan.com/31   Watch on YouTube

As a financial advisor, you are in a unique position. You likely started in the business by working for a large company, but you felt like a sole proprietor many days. Whether you stayed with a larger company or eventually left and started your own RIA, the reality of being a business owner never disappears. Here's the truth: You're a business owner when you're in this business. So, what do business owners do that sole proprietors don't? In other words, what do you need to do to build a business that has value, that provides excellent service, that is a great place to work, but also doesn't take every minute of your day and your thinking? How do you move from being an individual to thinking and acting like a business owner? In this episode, we are going to find out.   stenmorgan.com/30   Watch on YouTube

It's common knowledge that when an advisor switches companies, their third or fourth move is where they land and ultimately stay the longest. But why do advisors leave their company? And how do you land in a place where things are better than before? In this episode, we talk with an Elite Advisor Network member about his experience in the industry and how his parent's debt fueled his desire to have a different experience in his marriage. And perhaps most interesting is how Matthew chose to get into the business. We think you'll gain some practical insight that will help you as you develop in your career. Here is Andy's conversation with Matthew Williams. http://www.stenmorgan.com/29 http://www.stenmorgan.com/ean/    Watch on YouTube