125 The Elite Assumption: Getting more and better clients

In today’s episode, we discuss the Elite Assumption mindset.

Embrace the Elite Assumption

We dove deep into the power of the ‘Elite Assumption.’ It’s a game-changer. We’re talking about shifting gears from the passive “someone might need us” to the proactive “everyone needs something from us.” This mindset is the cornerstone of not just meeting, but exceeding client expectations.

Confidence is Key

We also unpacked the essence of confidence in our line of work. It’s not just about feeling good; it’s about being a beacon of solutions for our clients. When you pick up the phone or meet a prospective client, remember: you’re not just a financial advisor; you’re a problem-solver, a value provider, and a financial superhero.

Continuous Improvement is Non-negotiable

Lastly, we touched on the importance of never resting on our laurels. The financial world is ever-evolving, and so should our expertise. It’s about staying hungry for knowledge and being the advisor who clients can rely on, no matter the challenge.

Get six free training videos and a dozen free planning resources at GoBeElite.com.


To Your Success,

Sten J. Morgan, CFP®, ChFC®





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