Are you tired of feeling frustrated with your lack of progress toward your goals? Do you find yourself accumulating knowledge without taking action? If so, you’re not alone. In today’s episode, we discussed the danger of settling for average and not taking...

We’ve opened registration for our May 2023 How To Charge LIVE event. If you want to save $500, click here to make an appointment to speak with our team. http://www.StenMorgan.com/HowToLive ​...

To get your free issue of The Virtual Advisor, go to http://www.joinadv.com/eliteFA We’ve opened registration for our May How To Charge LIVE event. If you want to save $500 then you can register by 5 pm CT Friday, March 17th using code freehotel....

http://www.StenMorgan.com/HowToLive – Registration for our May How To Charge LIVE event is open. This is the BEST event for you to attend if you want to charge big planning fees. In today’s episode, we discuss clients that you need to fire. If you fire...

If you want to learn how Sten uses big ideas to convert prospects, you need to attend our How To Charge LIVE event in May. Find out more at: StenMorgan.com/HowToLive When you solve big problems for prospects, they’ll want to do business with you. Focusing on big...

Don’t you wish there were magical words that would help a prospect become a client? Well, good news, there are. They’re called power phrases and in today’s episode we talk about one of Sten’s favorites, when to use it in a meeting, and why it...

This week we discuss where you should spend your money if you’re going to invest in the growth of your business. Be cautious about throwing money at problems like marketing or leads. Instead, improve your skills and market with more specific targets. ​ So,...

If you want to reach your full potential faster, then our Elite Advisor Network community will help you do it. With live calls twice a month, discounts on all of our live and digital programs, free memberships to industry resources, and discounts on tools, your...

Instead of waiting for a prospect to show up at your office, you can proactively use strategies to get their attention and show them how you can solve their problems, even before they knew they had a problem.  ...

When you use targeting strategies well, you’ll identify leads more easily and get into planning conversations more quickly. There are dozens of targeting strategies, and your COI network is the best place to find them. In this episode we outline what a targeting...

Having just had 20+ advisors from across the country attend our live event, we want to share some lessons we were reminded of about how close you are to charging for advice. We also want to encourage you to think through your expectations for events before you spend...

Why do 80%+ of advisors quit in the first three years? Can that number improve? Why does the industry set up advisors to fail? Can there be a better way? In this episode, Sten lays out ways that those who hire advisors can improve hiring and help their advisors stay...

In this episode, Sten breaks down the options for you to add another advisor to your team. Why wouldn’t adding a new advisor be a good thing? Well, it turns out that more is not always better. How do you handle splitting work? What happens when something...

Michael Kitces is a legend in the financial advisor space. He’s created countless resources for advisors, and his podcast is the most popular show in the industry. We’re grateful to have him on Becoming an Elite Financial Advisor with Sten Morgan. On...

The idea that “you are the product” gets to the core of financial planning. It celebrates your influence as the advisor and the value YOU bring to the relationship. We encourage you to adopt this view. There are a few more days to register for our How To...

You can find the scorecard resource that Sten mentioned at StenMorgan.com/Scorecard. Measuring progress over the past year involves looking at various categories, including finances, health, social life, career, spiritual, leisure, personal growth, family, and...

  If you want a successful planning business, you must have these five spots filled. Lead advisor Secondary advisor Admin/customer support Director of Planning Director of operations After you build out those positions, you can add more. How do these positions...

  You will never become the Elite Advisor that you can become without a team. In past episodes, we discussed identifying your superpowers (20, 25, and 26) so that you can build a team around them, but once you have a team, you need to care for and develop them....

  Progress happens when you apply proven systems and habits. That’s what today’s episode is all about. We discuss seven different ways you can increase your planning and consulting revenue. 11/22/22 – Free Training – How To Add 50K In...

    Free training – StenMorgan.com/50k January event – StenMorgan.com/HowToLive  $400 discount coupon code if you register before Thanksgiving: freehotel  We want you to be the first to know about a free training that Sten and I are offering...

What’s the recipe for more confidence? In this episode, we give specific examples of things you can do to grow your confidence and things you have to avoid if you want to protect your confidence. If you want to grow in your confidence in charging for your...