• 189 How to Overcome The Revenue/Prospecting Resistance in Your Practice
    Jul 11 2025

    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/

    Show more Show less
    19 mins
  • 188 How Top Advisors Become Top Advisors. Learn The RESIST Framework.
    Jul 4 2025

    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/

    Show more Show less
    20 mins
  • 187 The Power of Swing Thoughts with Professional Golfer Ben Crane
    Jun 27 2025

    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/

    Show more Show less
    29 mins
  • 186 A Simple Process for Great Marketing with Taylor Schulte
    Jun 20 2025

    In this conversation, Taylor Schulte shares his journey from finance to marketing within the financial advisory space. The discussion covers the necessity of creating scalable marketing systems, building effective marketing funnels, and understanding the roles of top and middle funnel strategies in attracting and engaging clients. Schulte provides practical insights for financial advisors looking to enhance their marketing efforts and grow their businesses sustainably.

    Takeaways

    • Advisors need to have marketing skills or outsource them.
    • It's important to have a system for marketing, just like for financial planning.
    • Creating a single effective marketing funnel can lead to sustainable growth.
    • Top-of-funnel activities are crucial for awareness.
    • Nurture leads through consistent and valuable email content.
    • Value-driven content is essential for email opt-ins.
    • Direct calls to action are necessary for client engagement.


    https://gobeelite.com/

    Show more Show less
    36 mins
  • 185 Beliefs That Stop Advisors from Charging Financial Planning Fees
    Jun 13 2025

    In this episode, Sten Morgan discusses the evolving landscape of financial planning, emphasizing the importance of mindset shifts, overcoming limiting beliefs, and the necessity of charging for financial advice. They explore the transformation from traditional product-selling to a more holistic approach that values time and expertise. The conversation highlights practical strategies for building confidence, improving communication skills, and understanding true financial planning, ultimately encouraging advisors to embrace their worth and the changing dynamics of the industry.

    Key Takeaways:

    • Clients are willing to pay for financial advice and expertise.
    • Overcoming limiting beliefs is crucial for professional growth.
    • Building confidence and communication skills is essential for success.
    • Charging for financial advice can enhance client relationships and respect.
    • Advisors should not fear losing business by charging fees.
    • The financial advisory industry is evolving, and advisors must adapt to stay relevant.


    https://gobeelite.com/

    Show more Show less
    23 mins
  • 184 Medicare Made Simple: The Growth Strategy Advisors Didn’t Know They Needed
    Jun 6 2025

    Joined by the team at Move Health, we explore tools and solutions that make healthcare planning not only easier but a growth opportunity for your practice.

    You’ll hear why you should be the one initiating these conversations—and how doing so can instantly set you apart, deepen client trust, and add tremendous value.

    In this episode, we dive into one of the most overlooked yet high-impact areas of financial planning: healthcare. Whether it’s navigating Medicare, estimating retirement healthcare costs, or helping clients avoid costly coverage gaps, this conversation unpacks the strategies advisors need to proactively guide their clients.

    We cover:

    • Why healthcare planning matters more than ever
    • How to make Medicare a natural part of your retirement planning process
    • Tools that let you run healthcare cost projections in minutes
    • Real-world strategies for turning this topic into client engagement gold

    If you've ever said, “I need some help in this category for my practice,” this is the episode you can’t afford to miss.

    Links to resources:

    The Key to Growth for Financial Firms: Healthcare Planning: https://tinyurl.com/6w28v2ak

    Healthcare Planning 101: A Starter Guide for Financial Advisors: https://tinyurl.com/3kzzevv4

    The Basics - Resources: https://tinyurl.com/jhnthy2y

    Questions? Book a call here:

    https://tinyurl.com/4t3e924b

    GoBeElite.com

    https://gobeelite.com/

    Show more Show less
    29 mins
  • 183 Do Leaders Always Need to Appear Positive with Their Teams?
    May 30 2025

    In this conversation, Sten explores the complexities of leadership, particularly the balance between maintaining a positive outlook and being realistic about challenges. Sten discusses the importance of open communication, vulnerability, and authenticity in fostering a healthy team dynamic. The conversation emphasizes the need for leaders to engage in difficult conversations, lead with curiosity, and create a culture where team members feel safe to express their frustrations and ideas. Effective leadership is about being steady and transparent while motivating the team towards common goals.

    Takeaways:

    • It's not a gift to your team to always say everything's wonderful
    • The healthiest teams are more real with their struggles
    • Leaders should balance positivity with realism
    • Curiosity is key in difficult conversations
    • Overly optimistic leaders can avoid pivotal conversations
    • Creating a culture of open communication is essential
    • Vulnerability and authenticity build trust in leadership
    • Setting clear expectations helps in managing team dynamics
    • Leaders must confront challenges to foster growth
    • Effective leadership requires self-awareness and emotional intelligence


    https://gobeelite.com/

    Show more Show less
    27 mins
  • 182 Sten's Summary of the Alex Hormozi Live Event
    May 23 2025

    In this episode, EAN shares his top five takeaways from the Alex Hormozi event, focusing on the importance of identifying constraints, prioritizing revenue, trading novelty for loyalty, understanding data risk, and optimizing the hiring process.

    takeaways

    • You need to find your main constraint.
    • Focus on revenue at all costs.
    • Trade novelty for loyalty.
    • Data risk is huge; make data-driven decisions.
    • Your hiring process can make or break your business.
    • Don't get distracted by smaller projects.
    • 70% of your time should be on what works.
    • Have a clear job description and KPIs for hires.
    • Consider paying potential hires for project work before employment.


    https://gobeelite.com/

    Show more Show less
    19 mins