4. Five Advisor Stages - Maturing

The Elite Financial Advisor Podcast With Sten Morgan
18/03/2022 25 min

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Episode Synopsis

How advisors try to level up The shift to a business owner mindset The importance of client segmentation The benefits of a practice manager How Sten was able to leave the maturing stage How Sten utilizes his COI network Level up steps For show notes and more: https://www.stenmorgan.com/4

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