Becoming An Elite Financial Advisor With Sten Morgan

著者: Sten Morgan & Andy Traub
  • サマリー

  • 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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あらすじ・解説

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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  • 156 Improving youth mental health w/ Dr. Andrea Mata
    2024/11/22

    We care about you as a whole person, which is why today we’re featuring Dr. Andrea Mata, a youth mental health specialist.

    She’s a great resource for you as a parent and one you can share with your clients if you think they could benefit from her expertise.

    Alarming Statistics: Did you know 18% of youth have contemplated suicide in the past year? Andrea sheds light on these shocking numbers and what they mean for our society.

    Parental Blind Spots: Discover the common blind spots parents have, especially in affluent communities, and how to recognize if your child is struggling.


    Parenting Styles and Their Impact:

    • Pendulum Swing: Understand how overcompensating for our own upbringing can lead to overly gentle parenting, and why a balanced approach is crucial.
    • Fostering Independence: Andrea emphasizes the importance of allowing children to experience failure and learn from it.


    The Role of Counseling:

    • Temporary Solution: Therapy should empower children to navigate challenges independently, not create a lifelong dependency.
    • Parental Involvement: Sometimes, it’s the parents who need to develop skills to improve the family dynamic.


    Practical Parenting Tips:

    • Give Them Just Enough”: Learn how to provide the right amount of support for your child’s developmental stage.
    • Balancing Act: Tips for parents who are also entrepreneurs on how to set achievable goals and avoid burnout.


    Building Your “Fortress”:

    • Three Sides: Individual coping skills, relationship skills, and parenting skills. Andrea’s approach to continuous improvement in these areas.


    Making Parenting Enjoyable:

    • Quality Time: The value of taking your children out on individual “dates” to foster genuine connection and insight into their thoughts and feelings.


    📚 Resources and Further Support:

    Andrea’s Book: "The Number Two Parenting Book: Practical Tips for the Pooped-Out Parent" – 29 practical tips to help you navigate the challenges of parenting.

    Bright Spot Families: Check out Andrea’s website for additional resources and upcoming virtual workshops and group coaching programs.

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    32 分
  • 155 Three ways to make your meetings better tomorrow
    2024/11/15

    This episode is packed with practical tips and real-life examples that can help you transform your meetings from mundane to memorable. Whether you’re a seasoned advisor or just starting out, there’s something here for everyone. Plus, Andy and I share some personal stories and experiences that I think you’ll enjoy.

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    20 分
  • 154 Justin Goodbread: Business growth & valuation hacks
    2024/11/08

    In the podcast, I talk with Justin Goodbread who shares his four-point framework for maximizing the value of financial advisory firms.

    Key points include consistently knowing your company's value, understanding the potential worth of a best-in-class business, focusing on increasing value rather than just profitability, and having a strategic plan with actionable items. His application of these principles led to seven- and even eight-figure exits for his businesses.

    Join us in Nashville for our next How To Charge LIVE workshop

    http://www.HowToChargeLive.com


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    28 分

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