#171

Download the visual guide we discuss in this episode so you can introduce financial planning to your existing clients.

Step 1: Join the free EAN Community (or log in if you already have an account)
Step 2: Visit the Free Community Forum to get your free PDF

Join the Community:
https://community.eadvisornetwork.com...

Access the downloadable free visual guide:
https://community.eadvisornetwork.com...

There are six ways to introduce planning to existing clients. You will use multiple ways as you move clients toward planning.

1. Plant the seed
2. Reference regularly
3. Make it inevitable
4. Don’t assume for them
5. Plans are never free
6. Make it visual


To Your Success,


Sten J. Morgan, CFP®, ChFC®
http://www.HowToChargeLive.com
__
https://eadvisornetwork.com/podcast/

Sten Morgan, CFP, ChFC, is a leading voice in the financial services industry and one of the most accomplished young advisors in the country. He founded Legacy Investment Planning at age 25 and was named a "40 under 40" advisor by Investment News at age 30. As president of Legacy, he strives to effect positive change in the industry, coach and support other advisors, and bring true value and vision to his clients. In 7 Mindsets of Success: What You Really Need to Do to Achieve Rapid, Top-Level Success (Morgan James Publishing, February 2017), he shares tips and advice for building a successful business, including the seven mindsets that helped him become a top financial advisor with his own firm at such a young age.

Sten J. Morgan, CFP®, ChFC®