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cover of episode 177 Elite Advisors In a Down Market

177 Elite Advisors In a Down Market

2025/4/18
logo of podcast Becoming An Elite Financial Advisor With Sten Morgan

Becoming An Elite Financial Advisor With Sten Morgan

Shownotes Transcript

Today we’re diving into one of the most important — and most avoided — skills for advisors: communication. Specifically, how do you talk to clients during a down market? Sten shares what he’s doing at Legacy and gives practical advice on how often to reach out, what to say, and why sharpening this superpower can set great advisors apart.

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