Episode 130. The Formula For Growth

Jun 21, 2024

Peer groups and accountability are the keys to surviving in this industry. Nothing ever reaches its potential alone.

In this episode, Sten and financial advisor Ben Hockema discuss their career journeys, challenges, and strategies for success.

Ben shares his path from an unplanned entry into the industry through an internship to launching his own wealth management firm. He highlights the importance of equity partners, team building, and peer groups in his growth.

He also emphasizes the value of networking, vulnerability, and continuous learning. He recounts forming a peer group of junior planners, which evolved into a supportive network of business owners.

This episode underscores the significance of seeking diverse perspectives and maintaining curiosity for professional development.

Want to attend Whiteboard University? Click here to learn more.

Click here to purchase your seat at our next How To Charge LIVE event in August.



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

Share this episode