In this episode, Sten talks with Ben Angel. They dive deep into the impact of AI (artificial intelligence) on the financial industry and the role of financial advisors in adapting to these changes.

Ben, who has 20 years of experience in educating entrepreneurs, highlights the potential benefits and risks of AI, emphasizing transparency, critical thinking, and the need for financial advisors to upskill.

He also addresses regulatory concerns and the emotional implications of AI advancements.

Ben’s latest book, "The Wolf is at The Door - How to Survive and Thrive in an AI-Driven World" explores societal, economic, and psychological impacts of artificial intelligence on the future of our existence.

This episode is a must-listen for anyone interested in the future of finance and technology.

Ben’s Website:

https://www.thewolfofai.co/

Ben’s Social Media

Facebook | Instagram | YouTube

Click here to purchase your seat at our next How To Charge LIVE event, and get $300 off your ticket using the code “300OFF” at checkout.

If you attended Whiteboard University, reach out to support@eadvisornetwork.com to get your discount code for How To Charge LIVE.

In this episode, Andy chats with Mihei Egoroff, a financial advisor with four and a half years of experience. Mihei shares his journey from focusing on AUM to emphasizing financial planning services. He discusses his early experiences with money, the influence of a mentor, and the pivotal shift inspired by Sten's teachings. Mihei highlights the practical aspects of charging for planning services, client interactions, and the benefits of a structured financial plan.

Early Money Lessons:

Mihei’s first job assembling vacuum cleaners taught him the value of efficiency and time management, a lesson that has profoundly influenced his career.

Career Shift:

Discover how Mihei transitioned from a traditional AUM model to a more holistic financial planning approach, emphasizing the value of charging for time and ideas.

Client Interactions:

Learn about Mihei’s strategies for engaging clients who are eager to maximize their financial lives, from simple HSA strategies to complex retirement planning.

Practical Implementation:

Mihei shares real-life examples of how his planning services have saved clients significant amounts in taxes and optimized their financial strategies.

Fee Structure:

Get insights into Mihei’s fee structure, including his minimum fees and payment methods, which ensure clients are committed and follow through with their plans.

Mentorship and Learning:

Mihei credits his shift in focus to influential mentors and podcasts, including Sten Morgan’s interview on the Financial Advisor Success podcast.

Client Success Stories:

Hear about a high-earning couple who, with Mihei’s guidance, are set to save seven figures over their lifetime through strategic planning.

Efficiency in Planning:

Understand how Mihei balances the complexity of financial planning with efficient client management, ensuring each plan is tailored and actionable.

Community and Growth: Mihei’s involvement in our community has not only enhanced his skills but also provided him with the tools to elevate his business and client service.

Click here to purchase your seat at our next How To Charge LIVE event, and get $300 off your ticket using the code “300OFF” at checkout.

If you attended Whiteboard University, reach out to support@eadvisornetwork.com to get your discount code for How To Charge LIVE.

In this episode, Sten and Andy discuss their experiences with creativity and resistance, drawing insights from the book "The War of Art” by Steven Pressfield.

The Struggle with Creativity:

They explored how resistance can be a formidable opponent in creative and entrepreneurial journeys.

The Power of Non-Finance Books:

Discover why stepping outside your usual reading genres can profoundly impact your thinking.

Insights from "The War of Art":

This book sheds light on the internal battles creatives face and the concept of resistance as a universal force that opposes our best efforts.

Turning Pro:

They discuss the journey from average to elite performance, and recognizing and overcoming resistance to achieve professional excellence.

Daily Strategies to Combat Resistance:

They share practical tips for addressing resistance every day, and the importance of accountability and surrounding yourself with supportive peers.

Click here to purchase your seat at our next How To Charge LIVE event.