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cover of episode 164 Greatest Hits: How To Run An Elite Meeting

164 Greatest Hits: How To Run An Elite Meeting

2025/1/17
logo of podcast Becoming An Elite Financial Advisor With Sten Morgan

Becoming An Elite Financial Advisor With Sten Morgan

Shownotes Transcript

We're replaying one of our most popular episodes on how to run an elite meeting. 

  • Don't have a predetermined outcome
  • Bring more than a yellow-pad
  • Look for opportunities to stand up
  • Quantify the value of your ideas
  • Avoid overwhelm
  • Set clear expectations
  • Avoid negative conversation