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cover of episode 176 To Build a Team or To Not Build a Team?

176 To Build a Team or To Not Build a Team?

2025/4/11
logo of podcast Becoming An Elite Financial Advisor With Sten Morgan

Becoming An Elite Financial Advisor With Sten Morgan

Shownotes Transcript

In our latest podcast episode, Sten sits down with Jamie—a financial advisory expert with over 20 years of experience—to unpack what it really takes to build an enduring, team-driven business.

They cover:

  • Leadership and team dynamics
  • Mindset shifts at every stage
  • Moving from solo practice to sustainable firm
  • How to build structure that supports growth

If you're ready to lead with more clarity and scale with intention, this episode is a must-listen.

Listen now [insert link].

P.S. We’ve made big upgrades inside the community—new content, VIP access, and a full-time community manager. Now’s the time to re-engage. EAN Community)