The Elite Financial Advisor Podcast With Sten Morgan

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. 

A practical story of an advisor taking small, strategic steps to achieve substantial success. From 9 advisors to 360, Paul Blanco took small steps to create massive results.

This week’s guest is HR Huntsman and his story of overcoming trauma and loss through mentorship is one you can apply to your personal and professional career. 

 If you only listen to one episode of our show, this is the one to listen to. We cover the foundational steps that make up a successful financial planning business. If you want to grow your financial planning business then this simplified approach will help you achieve that. Visit http://www.HowToChargeLive.com to come to the only in-person event you need to grow your planning business.