We're sunsetting PodQuest on 2025-07-28. Thank you for your support!
Export Podcast Subscriptions
cover of episode 109. Advisor Stories: 400% growth in one year - How Gavin Filasek guided his team to massive growth

109. Advisor Stories: 400% growth in one year - How Gavin Filasek guided his team to massive growth

2024/3/13
logo of podcast Becoming An Elite Financial Advisor With Sten Morgan

Becoming An Elite Financial Advisor With Sten Morgan

Shownotes Transcript

**Get six free training videos and a dozen free planning resources at **GoBeElite.com.)

Gavin Filasek has become a better leader and it has paid off BIG TIME for his team. They grew their planning revenue over 400% in one year. In this episode, he and Sten discuss his journey from traditional advising to fee-based planning.

Transitioning to Transparency: Gavin’s move to fee-based planning has brought clarity to their services and the clients they serve.

**Leadership Evolution: **They discuss Gavin's leadership growth and how it's shaped the firm's success. His dedication to communication and team development has paid off in multiple ways.

**Continuous Learning: **Gavin and Sten outline specific ways to improve their communication and leadership skills.

Think Like an Owner: Gavin emphasizes the shift in mindset from salesperson to business owner. It's a crucial step for advisors ready to redefine their role in the industry.

**Get six free training videos and a dozen free planning resources at **GoBeElite.com.)