The Elite Financial Advisor Podcast With Sten Morgan

Libby Greiwe is an experienced financial advisor who shares with us the crucial role of client service and effective processes in the financial advisory business. Libby emphasizing how becoming a mother motivated her to streamline her operations and enhance client experiences. She highlights the importance of the first 90 days in client onboarding, breaking it down into three layers: practical tasks, setting expectations, and building human connections. Libby offers actionable strategies for advisors to improve their onboarding processes, ultimately fostering long-term client relationships and business growth.Connect with Libby on LinkedIn (https://www.linkedin.com/in/libby-greiwe/) Learn more about The Efficient Advisor here (https://www.theefficientadvisor.com/)

We have 18 seats left for April’s How To Charge LIVE Workshop. Get your tickets at http://www.HowToChargeLive.comIn this episode, host Sten sits down with Myles Laroux to talk about his journey in the financial advising industry. Without a traditional finance background, Myles shares how he carved out a successful career through hard work, adaptability, and the right mentorship. He opens up about the challenges of bringing new talent into the business and why creating a supportive environment is so crucial. Myles highlights the power of grit, tenacity, and embracing an owner’s mindset, encouraging young professionals to go all in on their careers. This conversation is all about the importance of providing real value, building strong relationships, and continually growing to find success as a financial advisor.

Stop listening to success stories and become one. Tickets are on sale for our April 2025 How To Charge LIVE Workshop. http://www.HowToChargeLive.comIf you want a successful planning business then we guarantee we will help you achieve that.​​ These advisors overcame their skepticism and feelings of imposter syndrome through our How To Charge LIVE Workshop to sell plans QUICKLY after our workshop. 

Download the free Surge Guide and checklist:To get your Surge Meeting Guide and Checklist:Log into or open a free account at EANcommunity.com Go to the Community Forum spaceDon’t see it at the top of the forum? Search “Surge Guide”http://www.EANcommunity.comVisit our interview with Matt Jarvis, who has taught thousands of advisors how to implement surge meetings. https://open.spotify.com/episode/2LYLsKGqAtiCjTozvMX7Yr?si=Br5QzaoTRQWV0e712NWMTQDedicating specific periods to focused tasks like client meetings, prospecting, and personal time off can revolutionize your practice.Client Segmentation: Tailor your interactions by categorizing clients based on their needs, ensuring each one gets the attention they deserve.Meeting Strategies: Find out how to structure your meetings for maximum impact, whether in-person or virtual.Practical Tools: Get tips on using Trello, Calendly, and Otter to streamline your workflow and keep track of tasks.Multitasking Myth: Multitasking can reduce productivity by up to 40%? Client Reactions: Are you worried about how clients will react to structured meeting times? We share real-life experiences that show clients often appreciate the organization.Proactive Planning: Discover the benefits of preparing for surge periods, from reviewing client files in advance to setting clear expectations with your team.Download the Surge Guide at:http://www.EANcommunity.comCommunity Forum Space

Achieve your planning income goals by attending How To Charge LIVE Workshop. Visit http://www.HowToChargeLive.com today to get your seat. Having a goal gives you just a 10% chance of achieving it. By setting a commitment and a deadline, your odds rise to 40%. But the real magic happens when you commit to the process through someone else that you admire; that can boost your chances to 95%.Our coaching program will help you achieve those goals. Let’s talk. Click on “Set up a call” at https://eadvisornetwork.com/contact/

Deep knowledgeElite communicationCreated/More opportunitiesEfficient closingRefined systems

We're replaying one of our most popular episodes on how to run an elite meeting. Don't have a predetermined outcomeBring more than a yellow-padLook for opportunities to stand upQuantify the value of your ideasAvoid overwhelmSet clear expectationsAvoid negative conversation

Download the Iterate To Elite Guide at:Get the free guide: http://eadvisornetwork.com/IterateToElite“Iterate to Elite" Framework: Discover how to transform your initial ideas into exceptional ones through a structured process of iteration. Your first idea is just the starting point and that’s when you use the Iterate To Elite guide to improve your idea. Embrace the Rough Draft: Learn why your first idea is often a 3 out of 10 and how this perspective can alleviate the pressure of perfectionism.Five Iterations Rule: Create at least four additional versions of your initial idea before considering it "good enough to move on" (aka "GETMO"). This approach helps you explore different angles and refine your concept.Seek External Input: Involve others in your iteration process to gain fresh perspectives and insights. Share your ideas with colleagues, coaches, or peers for constructive feedback.Overcoming Resistance: We discuss the emotional challenges of the creative process, referencing Steven Pressfield's "The War of Art." Acknowledge and navigate the resistance that comes with bringing ideas to life.Quality Over Quantity: Reflect on your daily accomplishments and prioritize meaningful projects over busy work. Aim for impactful work rather than spreading yourself too thin.Accountability and Support: Engage with our community and coaches to refine your ideas further. External feedback is invaluable in the iterative process.Get the free guide: http://eadvisornetwork.com/IterateToElite

At the age of 26, Ben Cooley booked an arena in England to raise awareness about human trafficking, drawing nearly 6,000 attendees. Today, his efforts span 12 countries, aiding over 100,000 children annually. Learn how his journey took him from singing in the Opera to entrepreneurship and leadership opportunities he’s leveraging to make the world a better place. Our April How To Charge LIVE workshop tickets are now available. Get yours today at http://www.HowToChargeLive.com

Ever felt like your progress has suddenly hit a wall? It’s going to happen a LOT if you keep growing. In our latest episode, we dive deep into the concept of plateaus in personal and professional growth. Just like climbers must acclimate at base camps while ascending Mount Everest, these periods of stagnation are natural and necessary for acclimatizing before the next big leap. Understanding that growth isn’t always linear can help us embrace these moments for reflection and recalibration.