Скачать или смотреть #31 The State of Sten's Company - Becoming an Elite Financial Advisor with Sten Morgan

Episode 31: The State of Sten's Company: Legacy Investment Planning

In this episode, we'll hear from Sten about the state of Sten's company, Legacy Investment Planning.

If you’re an advisor who has a team or aspires to grow your team, this conversation will be helpful to you.

00:00 Intro
01:20 The start of Sten's company
03:53 The growth of Sten's team
06:30 Was the first hire the hardest?
08:56 How does Sten feel about his company?
14:53 How is Legacy doing on the journey to being known?
19:26 What is Sten looking forward to for the rest of the year?
22:36 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.