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cover of episode 104. Managing Money: Is it the best use of your time?

104. Managing Money: Is it the best use of your time?

2024/2/16
logo of podcast Becoming An Elite Financial Advisor With Sten Morgan

Becoming An Elite Financial Advisor With Sten Morgan

Shownotes Transcript

Save $300 on the upcoming How To Charge LIVE training by using coupon code** podcast **at checkout.

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Click here to meet with Andy if you have any questions about the How To Charge LIVE event in April – https://eadvisornetwork.com/htcAndy)

In this episode, Sten talks about the delicate act of balancing business expansion with top-notch client advice.

Discover why Sten stopped chasing the elusive goal of becoming a full-time portfolio manager and how he found a sweet spot partnering with institutional money managers. 

HOW TO CHARGE LIVE WORKSHOP

Save $300 on the upcoming How To Charge LIVE training by using coupon code** podcast **at checkout.

http://www.HowToChargeLive.com)

Click here to meet with Andy if you have any questions about the How To Charge LIVE event in April – https://eadvisornetwork.com/htcAndy)

Sten J. Morgan, CFP®, ChFC®