In this episode, Sten explains the mindset and strategy shifts advisors need to charge for their value confidently.

Key Points:

• Many advisors approach pricing the wrong way—often timidly or with inconsistent posture.
• The quickest way to change results is to shift your energy and confidence in the very next strategy session.
• Your price should reflect the value you deliver, not just your time or effort.
• Confidence in your fee comes from knowing the client receives far more than they pay.
• When you clearly communicate that value, clients are more likely to say “yes”—but even if they don’t, you’ll stand firm

https://gobeelite.com/

In this episode, Hector Martinez shares why every advisor should know how to talk about risk with their clients—and how to do it well. He unpacks why risk conversations often fall flat and offers simple ways to make them clear, personal, and actionable. Along the way, Hector reflects on the power of mentorship, gratitude, and relationships in the financial industry, reminding us that how we show up for others matters just as much as the advice we give.

GoBeElite.com



Today we’re diving into one of the most important — and most avoided — skills for advisors: communication. Specifically, how do you talk to clients during a down market? Sten shares what he’s doing at Legacy and gives practical advice on how often to reach out, what to say, and why sharpening this superpower can set great advisors apart.

GoBeElite.com

In our latest podcast episode, Sten sits down with Jamie—a financial advisory expert with over 20 years of experience—to unpack what it really takes to build an enduring, team-driven business.

They cover:

• Leadership and team dynamics
• Mindset shifts at every stage
• Moving from solo practice to sustainable firm
• How to build structure that supports growth

If you're ready to lead with more clarity and scale with intention, this episode is a must-listen.

Listen now [insert link].

P.S. We’ve made big upgrades inside the community—new content, VIP access, and a full-time community manager. Now’s the time to re-engage. EAN Community

Excited to share that Episode 175 of the podcast is now live! Here’s what it’s all about:

• Challenges faced by financial advisors in marketing
• Significance of personal branding in building client trust
• Common marketing pitfalls and mistakes to avoid
• The role of consistent communication in client retention
• Navigating compliance issues in financial marketing
• Creating a strong digital footprint and online presence
• Encouragement for advisors to take strategic marketing actions

Marketing strategies tailored for financial advisors, addressing challenges like compliance and the need for a structured marketing plan.

https://www.barnummarketingagency.com/

Excited to share that Episode 174 of the podcast is now live! Here’s what it’s all about:

The Industry is Evolving

• Aging advisor population
• Wealth transfer to women by 2030
• Shift from investment management to true financial planning

Why This Matters

• Advisors who adapt will create more value and opportunity
• Clients are more willing than ever to pay for planning—but only if we present it the right way
• There’s a clear path from being a traditional advisor to becoming a trusted consultant

Inside the Episode

• Personal stories about missed opportunities (like Bitcoin)
• Clear examples of how to shift from product sales to planning
• Tips on how to talk about your value and charge for your expertise

Tune In

If you want to stay relevant and thrive in a changing market, this episode is a must-listen

Let me know what stands out to you—we’d love your feedback!

To Your Success,

Sten J. Morgan, CFP®, ChFC®

http://www.HowToChargeLive.com

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https://eadvisornetwork.com/podcast/

Sten Morgan, CFP, ChFC, is a leading voice in the financial services industry and one of the most accomplished young advisors in the country. He founded Legacy Investment Planning at age 25 and was named a "40 under 40" advisor by Investment News at age 30. As president of Legacy, he strives to effect positive change in the industry, coach and support other advisors, and bring true value and vision to his clients. In 7 Mindsets of Success: What You Really Need to Do to Achieve Rapid, Top-Level Success (Morgan James Publishing, February 2017), he shares tips and advice for building a successful business, including the seven mindsets that helped him become a top financial advisor with his own firm at such a young age.

Sten J. Morgan, CFP®, ChFC®

Finding the right talent is one of the biggest challenges in the financial advisory industry. In our latest podcast episode, we dive deep into the recruiting process with an expert who transitioned from financial advisor to recruiting specialist.

Here’s what we cover:

• Challenges in talent acquisition within the financial advisory industry
• Importance of consistent lead generation for recruiting
• Building a strong company culture to attract talent
• Common pitfalls in hiring and the need for a robust candidate pipeline
• Effective onboarding processes for new hires
• When to seek external help for recruiting needs

If hiring and retention are top of mind for you, this episode is a must-listen!

Steve Perry socials:

• Email: steve@emailthewell.com
• Website: https://thewell.solutions
• Free Success Blueprint: https://hirethewell.com
• LinkedIn: https://linkedin.com/in/realsteveperry
• Instagram: https://instagram.com/real.steve.perry
• YouTube: https://youtube.com/@RealStevePerry
• Facebook: https://facebook.com/real.steve.perry.facebook

I'm thrilled to share some incredible insights from our latest guest, Erin Botsford. Her journey from a challenging upbringing to becoming a successful financial advisor and now coach will teach you about how to improve your career path.