The Elite Financial Advisor Podcast With Sten Morgan

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

In this episode, we are celebrating the milestone of reaching our 10,000th download by hearing from advisors like you. You will hear from four podcast listeners who have been interacting with Sten and his teachings, some for just a few months and others since the beginning of Elite Advisor Network at the start of 2021. Two years ago, our company, the Elite Advisor Network, was founded with a mission to help Financial Advisors learn how to charge for their advice and accelerate their growth in an industry that has struggled to keep up with the demand for paid advice. Since then, thousands of advisors have heard Sten’s message of getting paid your true value for your time and advice. So, here are four short interviews with advisors like you, who took what they learned and put it into action with some incredible results. Because here’s the thing, when someone has a platform and uses it to speak with authority, it’s healthy to ask this question…. “Does what they say work in the real world?” https://www.stenmorgan.com/28    Watch on YouTube

Every week we talk to advisors like you that want to improve their meetings with clients. Meetings are where you build the relationship with your client, where you show them what you know, where you learn what they need, and where you work together to achieve their goals. In this episode, we’ll give you a step-by-step guide on effective first meetings with your prospects. In episode #14, we discussed 7 Meeting Skills of Elite Advisors, but in this episode, we’re going to be hyper-focused on that first time you get to sit down with a prospect. If you’ve got other advisors that you think should learn these elite advisor skills, you can send them to StenMorgan.com/27, or you can get the comparison chart at StenMorgan.com/firstmeetingchart. If you’re ready to improve your first meetings, you’re in the right place. EAN Youtube Channel