We have 18 seats left for April’s How To Charge LIVE Workshop.

Get your tickets at http://www.HowToChargeLive.com

In this episode, host Sten sits down with Myles LaRoux to talk about his journey in the financial advising industry. Without a traditional finance background, Myles shares how he carved out a successful career through hard work, adaptability, and the right mentorship. He opens up about the challenges of bringing new talent into the business and why creating a supportive environment is so crucial. Myles highlights the power of grit, tenacity, and embracing an owner’s mindset, encouraging young professionals to go all in on their careers.

This conversation is all about the importance of providing real value, building strong relationships, and continually growing to find success as a financial advisor.

Stop listening to success stories and become one.

Tickets are on sale for our April 2025 How To Charge LIVE Workshop.

http://www.HowToChargeLive.com

If you want a successful planning business then we guarantee we will help you achieve that.​​ These advisors overcame their skepticism and feelings of imposter syndrome through our How To Charge LIVE Workshop to sell plans QUICKLY after our workshop.

Download the free Surge Guide and checklist:

To get your Surge Meeting Guide and Checklist:

1. Log into or open a free account at EANcommunity.com
2. Go to the Community Forum space
3. Don’t see it at the top of the forum? Search “Surge Guide”

http://www.EANcommunity.com

Visit our interview with Matt Jarvis, who has taught thousands of advisors how to implement surge meetings.

https://open.spotify.com/episode/2LYLsKGqAtiCjTozvMX7Yr?si=Br5QzaoTRQWV0e712NWMTQ

• Dedicating specific periods to focused tasks like client meetings, prospecting, and personal time off can revolutionize your practice.
• Client Segmentation: Tailor your interactions by categorizing clients based on their needs, ensuring each one gets the attention they deserve.
• Meeting Strategies: Find out how to structure your meetings for maximum impact, whether in-person or virtual.
• Practical Tools: Get tips on using Trello, Calendly, and Otter to streamline your workflow and keep track of tasks.

Multitasking Myth: Multitasking can reduce productivity by up to 40%?

Client Reactions: Are you worried about how clients will react to structured meeting times? We share real-life experiences that show clients often appreciate the organization.

Proactive Planning: Discover the benefits of preparing for surge periods, from reviewing client files in advance to setting clear expectations with your team.

Download the Surge Guide at:

http://www.EANcommunity.com

Community Forum Space