4. Five Advisor Stages - Maturing
25:55 Share

• How advisors try to level up
• The shift to a business owner mindset
• The importance of client segmentation
• The benefits of a practice manager
• How Sten was able to leave the maturing stage
• How Sten utilizes his COI network
• Level up steps

For show notes and more: https://www.stenmorgan.com/4)