?? Financial Planning: The Old Ways Are Dead Wrong ?? If your approach to financial planning is just managing assets, selling insurance, and answering client questions as they come—you're doing them a massive disservice. The level of intention and depth of a real financial strategy is like night and day. Clients deserve more than just transactions. They need real financial planning. Are you delivering it? ?? #FinancialPlanning #ValueMatters #Mindset #EliteAdvisorNetwork #GoBeElite #RejectAverage #OldWays #Podcast #Community #FinancialAdvisor
Elite Advisor Network
金融服务
Franklin，Tennessee 747 位关注者
A high-performing community taking you from average to elite. Get your FREE course today. Link below?? or GoBeElite.com
关于我们
The Elite Advisor Network is a community for financial professionals who want to reach their true potential, faster. The community will equip you with proven systems to improve your prospecting, business operations, client services and client presentations. Through monthly best practice videos, a private online community, and live group coaching, you will: Gain more clients Add additional revenue Strengthen existing client relationships Take action on the right things Build a strong business
- 网站
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https://eadvisornetwork.com/
Elite Advisor Network的外部链接
- 所属行业
- 金融服务
- 规模
- 2-10 人
- 总部
- Franklin，Tennessee
- 类型
- 自有
- 创立
- 2021
地点
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主要
获取路线
6700 Tower Circle
310
US，Tennessee，Franklin，37067
Elite Advisor Network员工
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Sten Morgan, CFP?, ChFC?
President, CERTIFIED FINANCIAL PLANNER?, Investment News Top 40 under 40 Financial Advisers Nationally
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Andy Traub
Adding value where I can, however I can, to whoever I can.
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April Rome
Elite Advisor Network's Chief Results Officer / Legacy's Director of Operations
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Mia Boy
Marketing & Sales Professional
动态
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Don't miss this episode, and be sure to check out GoBeElite.com for free resources!
#FASuccess Podcast Ep 427 features Sten Morgan, CFP?, ChFC?, owner of Legacy Investment Planning, on how how he realized that the team that helped his firm reach an initial level of success as a $1M+ practice was not the team he'd need to take it to the next level… and ultimately found he had to turn over 100% of his original team, led by a new Director of Operations who eventually re-staffed the entire firm, in order to rebuild the team for his firms next growth stage. https://kitc.es/3QvqDN3
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Check out our latest podcast episode where Sten Morgan, CFP?, ChFC? interviews Myles Laroux from Highland Wealth to talk about his journey in the financial advising industry. Without a traditional finance background,?Myles?shares how he carved out a successful career through hard work, adaptability, and the right mentorship. If you think you have what it takes to be an Advisor at Legacy, apply for our Financial Planning Associate role! https://lnkd.in/eR-kpxqf
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Business Strategist for Financial Advisors | Helping Advisors Achieve Success with Significance
“A gift or skill does not qualify as a superpower until it produces Elite results, which requires a process” - Sten Morgan, Value First Prospecting Sten Morgan, CFP?, ChFC? - Halfway through the book and sharpening my own skills to better serve my clients - thank you for creating this!! If you're a Financial Advisor, be sure to grab this book if you want to be challenged, learn new ways to approach your role and better serve both clients and prospects. https://lnkd.in/euNvne3K
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Fun times with the EAN Team!! Come see all of us April 28th-29th in Nashville for our How To Charge LIVE Event! https://lnkd.in/etT35jmZ
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?? Exciting News! ?? I am incredibly honored and humbled to share that my new book, Value First Prospecting, has been included on the reading list of Michael Kitces, a leader and trailblazer in our industry. ?? -Sten Morgan, CFP?, ChFC? https://www.kitces.com/
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Love this! What are your goals for 2025?
I'll show you how to own any room → Public speaking for leaders who struggle in the spotlight ? The anti-technique communications coach ? Transformation partner to CEOs & founders ? 15+ years moving audiences to action
Many of us are feeling it—that familiar January overwhelm of possibilities... The endless list of what we "should" focus on in 2025. And yet some seem to manage to find clarity amongst the noise. The truth is, we all find different answers... But after 10+ years of guiding people through momentous life changes, I've noticed something surprising: The focus itself isn't the hard part. It's CHOOSING what to focus on. And that choice? It always comes back to values. I’ll die on the hill of the importance of values—they’re not another nice platitude to stick on the wall or your company website. Values shape your actions, and actions shape who you become. So how are you going about choosing your values? PS—After guiding hundreds through this process as a rabbi, I know the difference clear values make. If you (or someone in your world) is ready to find focus in 2025, let's talk. ??IG/investingtips . in #Values #Leadership #Focus
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Oracle | Keeping visionary leaders informed on insights & events. Follow me for daily posts on strategy, mindset, and professional development
7 Habits Keeping You Average (and how to break free) Most people don’t realize it, but it’s not major failures Or missed opportunities that hold them back. Here are 10 habits that could be keeping you stuck: 1 – Delaying decisions that shape your future Decisions don’t have to be perfect. They just need to be made. Action is where growth begins. 2 – Confusing movement with progress Being busy isn’t the same as being productive. Focus on results, not activity. 3 – Clinging to habits instead of evolving Growth requires adaptation. What got you here won’t always get you there. 4 – Avoiding uncertainty instead of embracing possibilities The unknown is scary, but it’s where the biggest opportunities are. Take the leap. 5 – Spreading attention across too many priorities You can do anything, but not everything. Master a few, and the rest will follow. 6 – Letting social media consume your time Scroll less, live more. Use your time intentionally, and watch your focus grow. 7 – Ignoring responsibility and staying stagnant Growth starts when you take ownership. Excuses won’t move you forward. The habits that keep you average are often the hardest to notice. But once you do, you can break free and build something extraordinary. Which one of these habits resonates with you the most? Let me know below. ?? ?? Follow César Solís and reshare to help others. ?? Save this post for future reference!????
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Start 2025 off right with Sten's course on How to Be an Elite Advisor! GoBeElite.com