Sten and Andy explore the prospecting spectrum and strategies for attracting clients. They examine the typical experience advisors face when seeking new clients and the common pitfalls of the "activity at all costs" mindset. If you've ever felt

122 Long-Term Greed vs. Short-Term Gain with Eric Kapitulik

12 days ago 48m 58s

Sten sits down with Eric Kapitulik, a former Marine Corps officer and co-founder of The Program. Listen to this episode to absorb the wealth of knowledge Eric shared. It's not just a conversation; it's a roadmap to becoming a better leader, tea

121 Advisor Stories: The fear of Who Not How, loving insurance and selling planning (James Graham)

14 days ago 22m 55s

Co-host Andy Traub sits down with advisor James Graham for this Advisor Stories episode. James shares his journey of nearly a decade in the industry, focusing on the significance of team structure and specialization in financial planning. He di

120 Sten Q&A: Hiring, best books & abdication vs delegation

19 days ago 20m 49s

In this episode, Sten answers your questions from the financial advisor community. He outlines the growth stages of an advisory practice, detailing his own experience from solo advisor to a larger team, emphasizing delegation and hiring strateg

119 Tax Strategies: What every business owner wants to know

26 days ago 34m 43s

Sten sits down with Mike Jesowshek, a CPA and entrepreneur, to discuss the gap between knowing tax strategies and implementing them.Mike's journey is nothing short of inspiring. From starting his first business at 14 to pioneering a digital acc

118 Advisor Story: When can a new advisor start charging for his advice?

27 days ago 19m 56s

In this installment of our Advisor Stories series, Andy interviews advisor Tyler Morris. Tyler peels back the curtain on his professional journey, revealing the pivotal moments and the lessons learned along the way. Here's a sneak peek of what

117 Secrets to Crafting Compelling Financial Proposals

Apr 19th, 2024 23m 54s

In this episode, Sten and Andy explore the importance of creating a great planning proposal. It serves a critical role in setting and managing expectations in business by what you put into your financial planning proposal. They discuss:Setting

116 What did you expect? Why expectations are important

Apr 12th, 2024 26m 7s

Sten and Andy dive into the critical role of setting and managing expectations in business, particularly in client relationships.They discuss the consequences of unmet expectations, such as negative client feedback and job dissatisfaction, and

115 Advisor Stories: Lifestyle practice with Chloe Moore

Apr 10th, 2024 34m 35s

Host Andy Traub talks with financial advisor and founder of Financial Staples, Chloe Moore. She shares her insights on connecting with clients, particularly those from minority groups, and her expertise in equity compensation. She discusses her

114 Dr. Josh Axe - Lessons from his deathbed - How to come back better

Apr 5th, 2024 34m 7s

Sten talks with good friend Dr. Josh Axe, a functional medicine practitioner, author, and entrepreneur. Josh shares his personal journey with functional medicine, the expansion of his clinic and online platform, and offers insights on business

113. Referrals: Practical strategies with Bill Cates

Mar 29th, 2024 34m 4s

Referral expert Bill Cates discusses strategies for financial advisors to obtain referrals and manage client relationships effectively. They emphasize the importance of:Setting clear expectationsBeing responsive to client communicationsUndersta

112. Advisor Stories: The superpower of making things simple with Nate Leo

Mar 27th, 2024 30m 54s

Andy chats with financial advisor Nate Leo about his experience getting into the industry, challenges he overcame, his advisor superpower, and current success charging for planning. Nate recounts the college elective that piqued his interest in

111. Advisor Marketing: Conversions, free wins and your marketing flywheel

Mar 22nd, 2024 46m 20s

Sten and marketing expert Dave Touhill dive into the intricacies of marketing for financial advisors. They discuss the importance of understanding your audience and avoiding generic marketing tactics. They discuss the value of building local tr

110. Sten Q&A

Mar 15th, 2024 27m 58s

Get six free training videos and a dozen free planning resources at GoBeElite.com.In this episode, Sten tackles questions from listeners, offering advice on various aspects of financial advising. He discusses the importance of clear communicati

109. Advisor Stories: 400% growth in one year - How Gavin Filasek guided his team to massive growth

Mar 13th, 2024 19m 46s

Get six free training videos and a dozen free planning resources at GoBeElite.com.Gavin Filasek has become a better leader and it has paid off BIG TIME for his team. They grew their planning revenue over 400% in one year. In this episode, he an

108. How Derrick Kinney overcame his own beliefs to find success

Mar 8th, 2024 28m 43s

Learn to be an Elite Advisor with our free training at GoBeElite.com.In this episode, Sten talks with financial advisor and entrepreneur Derrick Kinney about the importance of self-reflection and strategic thinking in personal and professional

107. Are you lying to yourself about personal development?

Mar 1st, 2024 29m 13s

A few seats left…save $300 on the upcoming How To Charge LIVE training by using coupon code podcast at checkout.http://www.HowToChargeLive.comClick here to meet with Andy if you have any questions about the How To Charge LIVE event in April – h

106. Advisor Stories: Wes Young - Elite Advisor, Part-time Pastor, Expert Planner

Feb 28th, 2024 32m 17s

15 seats left…save $300 on the upcoming How To Charge LIVE training by using coupon code podcast at checkout.http://www.HowToChargeLive.comClick here to meet with Andy if you have any questions about the How To Charge LIVE event in April – http

105. Does EOS work for financial advisors?

Feb 23rd, 2024 27m 59s

Save $300 on the upcoming How To Charge LIVE training by using coupon code podcast at checkout.http://www.HowToChargeLive.comClick here to meet with Andy if you have any questions about the How To Charge LIVE event in April – https://eadvisorne

104. Managing Money: Is it the best use of your time?

Feb 16th, 2024 20m

103. Advisor Stories: Moving Clients Into Paid Planning & The Psychology of Saying Yes

Feb 14th, 2024 37m 5s

Save $300 on the upcoming How To Charge LIVE training by using coupon code PODCAST at checkout.http://www.HowToChargeLive.comQuestions? Meet with Andy to get your questions answered about the upcoming workshop. https://eadvisornetwork.com/htcAn

102. 5X Your Planning Fees and gather more AUM & Insurance (Leader Series)

Feb 9th, 2024 20m 33s

101. How To Make Elite Events For Advisors

Feb 2nd, 2024 36m 20s

Save $300 on the upcoming How To Charge LIVE training by using coupon code podcast at checkout.http://www.HowToChargeLive.comIn our recent episode, we dove deep into the world of events crafted specifically for financial advisors like you. We e

100. Consistent Learning + Consistent Action = Massive Results

Jan 26th, 2024 25m 40s

Have any questions for us? Send them to [email protected] In our 100th podcast episode, we are celebrating the milestone by sharing practical advice on how to avoid being an average advisor and instead striving for excellence. To become

99. Prospecting methods that will gain you planning clients

Jan 19th, 2024 25m 6s

Registration has opened for our April How To Charge LIVE workshop. http://www.HowToChargeLive.comEver wonder how financial advisors like me manage to connect with the right clients? It's not just about casting a wide net; it's about speaking th