Episode 110. Sten Q&A

Mar 15, 2024

In this episode, Sten tackles questions from listeners, offering advice on various aspects of financial advising.

  • He discusses the importance of clear communication, especially when explaining one’s role as an advisor.
  • He emphasizes the shift from selling products to providing true advisory services and the value of collaborating with professionals like CPAs and tax attorneys for tax strategies.
  • He also talks about revenue tracking and suggests a performance-based compensation model for W-2 advisors.

Additionally, Sten touches on the personal side of business, talking about managing relationships and the benefits of networking with like-minded individuals for professional growth.

This episode is a blend of practical tips and Sten’s personal experiences, aimed at helping financial advisors navigate their careers.




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To Your Success,
Sten J. Morgan, CFP®, ChFC®

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