Becoming An Elite Financial Advisor With Sten Morgan  By  cover art

Becoming An Elite Financial Advisor With Sten Morgan

By: Sten Morgan & Andy Traub
  • Summary

  • A show for financial professionals who want to be challenged to achieve their true potential faster. You will gain practical knowledge that you can implement on Monday morning when you get into the office. You'll learn the true value of your advice and, if you want to, how to charge for that advice. Featuring Sten J. Morgan, CFP®, ChFC®, one of the nation's leading young Financial Advisors.

    StenMorgan.com
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Episodes
  • 136 Storytelling and Body Language for Advisors
    Jul 26 2024

    In this episode, Sten sits down with public speaking consultant and former speechwriter for Dave Ramsey, Eva Rose Daniel, to discuss the vital role of communication skills for financial advisors.

    Eva shares her journey from radio to becoming a speaking coach and offers practical tips for improving communication. Key strategies include simplifying messages, making strong first impressions, practicing active listening, and being mindful of body language.

    This episode emphasizes that effective communication can significantly enhance client relationships and career success.

    Eva also highlights the importance of thought leadership and self-assessment, encouraging listeners to seek feedback and continuously improve their speaking abilities.

    Download Eva’s free resource: "12 Questions You Must Ask for a Killer Speech" at www.thespeakshop.com

    Follow Eva on LinkedIn

    Want to attend our How To Charge LIVE event next month? We want to pay for the cost of your flight or hotel. Click here to schedule a call with Andy, or email him at andy@eadvisornetwork.com with the subject line “The Big Deal” to discuss your discount.

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    26 mins
  • 135 Leadership Mistakes: Difficult Conversations
    Jul 19 2024

    In this episode, we kick off a new series focused on Leadership Mistakes and sharing some of the lessons I’ve learned. Today we dive into the necessity of managing difficult conversations.

    Here are some key takeaways:

    Curiosity Over Judgment: We emphasize the power of curiosity. Asking open-ended questions can transform a tough conversation into a productive dialogue. It’s all about understanding the other person’s perspective.

    Data-Driven Discussions: In business-related talks, grounding your conversation in data can help keep things objective and focused on the company’s needs rather than personal feelings.

    Vulnerability in Leadership: Leading with vulnerability by sharing your own feelings and concerns can create a safe space for open dialogue. It’s about being accessible and human.

    Real-Life Example: We share a story about a marketing event that didn’t go as planned. By asking the right questions, we uncovered different perspectives and learned valuable lessons.

    Frequency of Tough Talks: Some conversations need to be ongoing, while others should be clear and concise, allowing them to run their course. Knowing the difference is key.

    Empathy and Honesty: Addressing uncomfortable conversations head-on with empathy and honesty is crucial for the growth and success of your team and organization.

    Self-Awareness and Emotional Intelligence: Recognizing when a difficult conversation is necessary and approaching it with emotional intelligence can make all the difference.

    Want to attend our How To Charge LIVE event next month? We want to pay for the cost of your flight or hotel. Click here to schedule a call with Andy, or email him at andy@eadvisornetwork.com with the subject line “The Big Deal” to discuss your discount.

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    25 mins
  • 134 Please, tell me the truth (Thanks For The Feedback)
    Jul 12 2024

    In this episode, Sten and Andy are talking about the book “Thanks for the Feedback” by Sheila Heen and Douglas Stone and sharing their key takeaways.

    They discuss personal experiences, highlighting their growth in handling feedback and the importance of constant feedback for personal and professional development, citing examples of successful individuals who actively seek feedback.

    They explore different types of feedback and the emotional triggers that can block it.

    The episode concludes with practical advice on seeking feedback from trusted sources and the necessity of embracing feedback to achieve continuous growth and self-improvement.

    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.

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    20 mins

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