247 Tim Maurer / The Biggest Lie Financial Advisors Were Sold
In this episode of the Elite Advisor Podcast, Sten Morgan, CFP®, ChFC®, sits down with Tim Maurer, CFP®, Partner and SVP of Advisor Growth at SignatureFD, to expose the biggest lie the industry sold financial advisors: that growing means selling harder - using better scripts and more products.
T ...
248 Carl Richards & Steve Sanduski / How Will Our Industry Change in the Next 10 Years?
In this episode of the Elite Financial Advisor Podcast, Sten Morgan, CFP®, ChFC®, sits down with two of the most thoughtful voices in the profession - Carl Richards, CFP®, creator of the Sketch Guy column and founder of The Society of Advice, and Steve Sanduski, CFP®, founder of Belay Advisor an ...
Value First Prospecting Audiobook by Sten Morgan
Listen to full audiobook for free : https://litupbook.com/free Title: Value First ProspectingSubtitle: The Proven System to Attract Ideal ClientsCategories: Career, Commerce, Personal Success, Professional DevelopmentAuthor: Sten MorganNarrator: Sten MorganPublisher: Elite Advisor NetworkRelease ...
249 Tim White / Estate & Tax Planning: The Biggest Untapped Growth Opportunity
In this episode of the Elite Financial Advisor Podcast, Sten Morgan, CFP®, ChFC®, sits down with Tim White, Co-Founder and Chief Growth Officer of wealth.com, to make the case that estate and tax planning is the biggest untapped growth opportunity in the advisory business.
Tim shares how he and ...
250 Sten Morgan / PlanScore: The Advisor of the Future Sells a Process that Gets Results
In this solo episode of the Elite Financial Advisor Podcast, Sten Morgan, CFP®, ChFC®, introduces PlanScore - the software his team built to deliver financial plans clients actually understand - and shares the journey that took him from selling products to selling a process.
Sten walks through h ...
E 209 - Working Harder Won’t Transform Your Practice
Experience a community of Elite Performers striving for the next level -
CLICK HERE to join the Transform Learning CommunityJoin Sten and a room full of elite advisors in Nashville for EliteAdvisor Live, a 2-day accelerator on October 5-6. Reserve your spot at https://EliteAdvisorLive.com/WES ...
251 Larry Shumbres / SEO Is Changing. Financial Advisors Need to Learn AEO.
In this episode of the Elite Financial Advisor Podcast, Sten Morgan, CFP®, ChFC®, sits down with Larry Shumbres, Founder and CEO of Archive Intel, to unpack a shift most advisors have not caught up to yet: the move from SEO to AEO (Answer Engine Optimization), and what it takes to get found when ...
252 Wes Young & Gavin Filasek / From Chasing Prospects to Creating Demand
This is Part 2 of our prospecting roundtable. If you missed Part 1, go back and start with Episode 234.
In this roundtable episode of the Elite Financial Advisor Podcast, Sten Morgan, CFP®, ChFC®, gets the band back together with Wes Young, Founder and CEO of Wes Young & Associates, and Gavin Fi ...
253 Dr. Jordan Hutchison / Flow State: The Hidden Engine Behind Great Advisors
In this episode of the Elite Financial Advisor Podcast, Sten Morgan, CFP®, ChFC®, talks with Dr. Jordan Hutchison, VP of Technology and Operations at RFG Advisory, about what keeps great advisors in flow: time well spent, technology that removes friction, and a business built around the work tha ...
254 Chuck Downs / Rewiring the Advisor: Neuroplasticity & the Inner Game of Success
In this episode of the Elite Financial Advisor Podcast, Sten Morgan, CFP®, ChFC®, is joined by Chuck Downs, founder of Epic Success Coaching and a former Northwestern Mutual managing director, to talk about the inner game behind elite performance: why some advisors break through while others sta ...
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