In today’s episode, Sten and Andy are discussing the profound influence Patrick Lencioni’s book "Getting Naked" has had on their professional development.

They explore how being genuine with clients creates a foundation of trust and sets the stage for more meaningful financial planning.

They also share insights on how to maintain a professional yet caring relationship with clients, ensuring we don't overstep or over-serve.

Sten & Andy emphasize the importance of a humble attitude when managing projects for clients, steering clear of any pompous or self-centered approaches.

"Getting Naked" isn't your typical business book. It's a story that resonates with real-world challenges and teaches us to be agile and comprehensive in our planning.

This episode is all about how embracing vulnerability and focusing on client-centric service can lead to a more successful and satisfying practice. They both agree that this book is worth revisiting every few years.

You can order a copy of Patrick Lencioni’s book here.

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

126 The Best Book For Financial Planners Isn’t About Financial Planning 19:46 Share

Becoming An Elite Financial Advisor With Sten Morgan

Shownotes Transcript

126 The Best Book For Financial Planners Isn’t About Financial Planning