Скачать или смотреть #36: Confidence Pt 1 - Becoming an Elite Financial Advisor with Sten Morgan

Episode 36: Confidence Part 1 - The secret ingredient you can grow yourself

How important is confidence if you want to be successful in this industry?
Why do some people have more than others?
Can you be too confident?
How do you measure your confidence level?

Check out our YouTube channel for the bonus video where we answer the five questions posed at the end of today's episode.

If you want to grow in your confidence in getting paid for your advice, then you should attend our How To Charge LIVE event. Find out more at StenMorgan.com/HowToLive


00:00 Intro: Confidence in Financial Advisors
01:35 The hidden lack of confidence
03:02 Icarus Deception by Seth Godin
6:07 Confidence is the fuel for your superpower
07:35 Clients want confidence

Confidence in three specific areas
11:41 1st - Knowledge
13:06 2nd - Ability to solve problems
16:41 3rd - Systems and outcomes

19:08 Sten's confidence journey
21:46 A few words on Over/Under confident
23:30 5 Questions to Measure your Confidence (see below)
24:40 Conclusion


5 Questions to Measure your Confidence
1. Are clients better off when I'm involved versus not having an advisor?
2. Am I fully aware of what I need to work on to become an elite advisor?
3. How do I react when a client asks me about a topic that I don't have a deep knowledge of?
4. When is the last time I invested over $2500 to level up?
5. What will be the next hire for my team?


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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