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

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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.

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.

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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

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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.

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Peer groups and accountability are the keys to surviving in this industry. Nothing ever reaches its potential alone.

In this episode, Sten and financial advisor Ben Hockema discuss their career journeys, challenges, and strategies for success.

Ben shares his path from an unplanned entry into the industry through an internship to launching his own wealth management firm. He highlights the importance of equity partners, team building, and peer groups in his growth.

He also emphasizes the value of networking, vulnerability, and continuous learning. He recounts forming a peer group of junior planners, which evolved into a supportive network of business owners.

This episode underscores the significance of seeking diverse perspectives and maintaining curiosity for professional development.

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In this episode, Sten and Andy discuss the significance of whiteboarding in the business.

Whiteboarding isn't just about drawing on a board; it's a game-changer for client engagement and communication in business.

By effectively using whiteboarding, you can transition from a transactional approach to a coaching mindset, helping clients understand the significance of their strategies.

They talk about Whiteboard University, a new training program designed to master this skill.

This episode covers the importance of visual aids, communication skills, and rapport with clients, leading to faster and more successful business outcomes.

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