In this episode, Sten Morgan explains why revenue is the most critical resistance point for financial advisors. He shares the value-first prospecting framework, which helps advisors attract ideal clients, build efficient financial plans, and create sustainable revenue systems. The conversation includes both short—and long-term strategies for driving consistent growth.

Key Takeaways

• Revenue solves most business problems
• Know your ideal client
• Lead with value to earn trust
• Targeted prospecting beats the shotgun approach
• People will pay for real value
• Efficient planning drives revenue
• Sustainable systems win long-term

https://gobeelite.com/

In this episode, the RESIST framework is introduced, focusing on the common points of resistance faced by advisors in their practices.

The framework consists of six key areas:

Revenue/Prospecting

Execution/Leadership

Systems/Operations

Ideas/Strategy

Speaking/Communication

Thinking/Mindset

Each area is explored in depth, providing insights and practical steps for advisors to overcome their challenges and improve their practices. The importance of focusing on one area at a time for substantial growth is emphasized, along with the need for a supportive mindset and effective systems.

Takeaways

• Focusing on one main area of resistance can lead to faster growth.
• Revenue and prospecting are essential for business success.
• Effective execution and leadership are crucial for team dynamics.
• Having scalable systems is vital for managing growth.
• Ideas and communication skills are key to attracting clients.
• Mindset plays a significant role in overall business success.
• Advisors should prioritize their personal growth and awareness.
• Building a supportive team can enhance business operations.
• Continuous improvement in systems and processes is necessary for long-term success.

https://gobeelite.com/

In this conversation, professional golfer Ben Crane shares insights into the mindset and mental training required to excel in golf and business. He discusses the importance of swing thoughts, mental rehearsals, and the need for accountability and a supportive team. Crane emphasizes that growth comes from feedback and humility, and he reflects on personal challenges and the role of trauma in shaping success. The discussion highlights the parallels between high-level sports and business, focusing on the necessity of mental toughness and intentionality in achieving excellence.

Key Takeaways:

• Swing thoughts are crucial for improvement.
• Mental training is as important as physical training.
• You fall to the level of your training in pressure situations.
• Having a supportive team enhances performance.
• Feedback is essential for growth and development.
• Mindset work is a continuous process.

https://gobeelite.com/