#130

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.

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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®