In today’s episode, Matt is joined by Sten Morgan from Elite Advisor Network to share transformative lessons about delivering value to clients. Sten shared how he helps advisors overcome self-doubt and unlock their potential and encourages advisors to add six figures or more to their businesses. Discover the power of creating unique experiences, implementing investment decision filters, quantifying your value, and learning from top professionals.
Tax planning mistakes and team communication.
See MoreThe need for consistent and respectful follow-up
See MoreWhy intentional tax planning is necessary.
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