The Elite Financial Advisor Podcast With Sten Morgan

What if the best way to double the revenue of your business was something you already had, but you weren’t utilizing it to its full potential? In this episode, we’ll teach you five specific ways that your administrator can help you double your revenue and how we can help you and your admin make that idea a reality. If you’d like to level up your administrator then we want to invite you and your administrator to attend a free training on May 3rd or 4th. You can find all the details for that training at TheLevelUpCommunity.com   For more details on this episode, you can visit stenmorgan.com/10

One of the reasons Hollywood makes billions of dollars a year is that they’re experts in telling stories. Stories draw us in and then keep our attention, and that’s why we’ll be interviewing members of our community and sharing their stories with you. Why did they get into the business? What’s their journey been like? What are they doing to improve their business? How have they built a team around them? How have they implemented the guidance we provide through the Elite Advisor Network to improve themselves and their business? We hope you enjoy hearing about Michael’s journey and that it inspires you to continue to invest in your personal and business development. If you would like to be part of our Elite Advisor Network, visit http://www.stenmorgan.com/ean/ to apply.  Michael mentions his experience and subsequent success after going through our program, The Six-Figure Revenue Stream: Implementing Financial Planning To Grow Your Business. If you would like to start charging money for your advice or improve your existing systems, visit eAdvisorNetwork.com/store Full Show Notes: StenMorgan.com/9

Welcome to episode eight of the Sten Morgan Podcast, where we help financial professionals like you, recognize and reach your potential faster. In today’s episode, Sten shares one of several Meeting Superpowers. Whiteboarding is a term Sten uses to talk about anytime you illustrate an idea by hand in a client meeting. It’s a method of communicating and teaching that is rarely if ever taught in the financial services industry. Whiteboarding is a key ingredient to creating a high closing rate among the advisors in our Elite Advisor Network and today we’ll go into great detail on how to implement it in your business. If you’d like to learn more whiteboard ideas then I invite you to visit http://www.stenmorgan.com/ean/ and apply to join our Elite Advisor Network. Here are links to the tools Sten uses in our office: https://www.stenmorgan.com/glasswhiteboard https://www.stenmorgan.com/markers For show notes and more: StenMorgan.com/8  

The podcast explores the concept of 'playing office' in the financial advisory industry and its negative effects. It emphasizes the importance of focusing on results rather than just being busy. The speakers also discuss setting clear goals and the benefits of getting out of the office for generating great ideas.

The risks of the Thriving stage The characteristics of the Thriving stage How relationships are affected by the Five Advisor Stages The risk of being intoxicated with success The one roadblock to achieving Thriving https://www.stenmorgan.com/6    

How to determine what stage you are at Identifiers of the Comfortable stage The benefits of being in the Comfortable stage How to advance out of the Comfortable stage For show notes and more: https://www.stenmorgan.com/5

How advisors try to level up The shift to a business owner mindset The importance of client segmentation The benefits of a practice manager How Sten was able to leave the maturing stage How Sten utilizes his COI network Level up steps For show notes and more: https://www.stenmorgan.com/4

The Value of the 5 Stages of an Advisor Key Indicators of the Stable Stage An Elite Stable Advisor characteristics Investing in your business Why people leave at this stage How to move to the next level For show notes and more: https://www.stenmorgan.com/3  

The 5 Stages of an Advisor Stage 1 - The Rookie Stage Daily thought life of a Rookie Rookie’s Prospecting steps That your ideas have value How to move out of the Rookie stage For show notes and more: https://www.stenmorgan.com/2

Who is Sten Morgan? How Sten changed his mindset How Sten is helping other advisors Andy’s role in the Elite Advisor Network Why did Andy and Sten start the Sten Morgan Podcast What else do we offer The next five episodes will cover the five stages of The Advisor Path For show notes and more: https://www.stenmorgan.com/1