#27 First Meetings: Average vs. Elite - Becoming an Elite Financial Advisor with Sten Morgan

Every week we talk to advisors like you that want to improve their meetings with clients. Meetings are where you build the relationship with your client, where you show them what you know, where you learn what they need, and where you work together to achieve their goals.

In this episode, we’ll give you a step-by-step guide on effective first meetings with your prospects. In episode #14, we discussed 7 Meeting Skills of Elite Advisors, but in this episode, we’re going to be hyper-focused on that first time you get to sit down with a prospect.

If you’ve got other advisors that you think should learn these elite advisor skills, you can send them to StenMorgan.com/27, or you can get the comparison chart at StenMorgan.com/firstmeetingchart.

If you’re ready to improve your first meetings, you’re in the right place.

00:00 Intro
01:53 Updates
03:55 Meetings versus Strategy meetings
08:23 The impact of Strategy meetings
10:49 Focus of the Advisor
12:55 Value of ideas
18:55 Use real numbers
21:10 Elite Advisors Stand
23:40 Measure of meetings results
28:10 Upcoming episodes
28:45 Conclusion




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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.