• 169 How to Approach Succession with a Younger Advisor
    2025/02/21

    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.

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    30 分
  • 168 The Workshop Is Why They Unlocked Planning Success
    2025/02/14

    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.


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    31 分
  • 167 Surge: Create business & free time
    2025/02/07

    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

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    42 分
  • 166 From 10% to 95% Success With Your Goals
    2025/01/31

    Achieve your planning income goals by attending How To Charge LIVE Workshop. Visit http://www.HowToChargeLive.com today to get your seat.

    Having a goal gives you just a 10% chance of achieving it. By setting a commitment and a deadline, your odds rise to 40%. But the real magic happens when you commit to the process through someone else that you admire; that can boost your chances to 95%.

    Our coaching program will help you achieve those goals. Let’s talk. Click on “Set up a call” at https://eadvisornetwork.com/contact/

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    17 分
  • 165 How To Sell Financial Planning: The Five Components of Selling Planning
    2025/01/24
    1. Deep knowledge
    2. Elite communication
    3. Created/More opportunities
    4. Efficient closing
    5. Refined systems
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    31 分
  • 164 Greatest Hits: How To Run An Elite Meeting
    2025/01/17

    We're replaying one of our most popular episodes on how to run an elite meeting.

    1. Don't have a predetermined outcome
    2. Bring more than a yellow-pad
    3. Look for opportunities to stand up
    4. Quantify the value of your ideas
    5. Avoid overwhelm
    6. Set clear expectations
    7. Avoid negative conversation
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    30 分
  • 163 How your bad ideas can become your best ideas (Downloadable guide)
    2025/01/10

    Download the Iterate To Elite Guide at:

    Get the free guide:

    http://eadvisornetwork.com/IterateToElite

    “Iterate to Elite" Framework: Discover how to transform your initial ideas into exceptional ones through a structured process of iteration. Your first idea is just the starting point and that’s when you use the Iterate To Elite guide to improve your idea.

    Embrace the Rough Draft: Learn why your first idea is often a 3 out of 10 and how this perspective can alleviate the pressure of perfectionism.

    Five Iterations Rule: Create at least four additional versions of your initial idea before considering it "good enough to move on" (aka "GETMO"). This approach helps you explore different angles and refine your concept.

    Seek External Input: Involve others in your iteration process to gain fresh perspectives and insights. Share your ideas with colleagues, coaches, or peers for constructive feedback.

    Overcoming Resistance: We discuss the emotional challenges of the creative process, referencing Steven Pressfield's "The War of Art." Acknowledge and navigate the resistance that comes with bringing ideas to life.

    Quality Over Quantity: Reflect on your daily accomplishments and prioritize meaningful projects over busy work. Aim for impactful work rather than spreading yourself too thin.

    Accountability and Support: Engage with our community and coaches to refine your ideas further. External feedback is invaluable in the iterative process.

    Get the free guide:

    http://eadvisornetwork.com/IterateToElite

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    21 分
  • 162 Compassionate Capitalism w/ Ben Cooley
    2025/01/03

    At the age of 26, Ben Cooley booked an arena in England to raise awareness about human trafficking, drawing nearly 6,000 attendees. Today, his efforts span 12 countries, aiding over 100,000 children annually. Learn how his journey took him from singing in the Opera to entrepreneurship and leadership opportunities he’s leveraging to make the world a better place.

    Our April How To Charge LIVE workshop tickets are now available. Get yours today at http://www.HowToChargeLive.com

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    28 分