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Value First Prospecting: The Proven System to Attract Ideal Clients
Reject The Average Path!The average path for financial advisors is broken. Prospecting too often becomes sales rather than service. Most advisors don’t last and those that do have a long grind ahead of them.
There are two paths advisors can the average path or the elite path.
You can call a lot of people, have as many meetings as possible, and finally create a successful-enough business after ten or so years.
Or you can do something different.
In this book, Sten Morgan breaks down the process that helped him become one of the top 40 advisors in the country under 40 at the age of 30. As an active advisor and a coach to thousands of other advisors, he will share what it takes to reject the average path.
Packed with more than a dozen bonus resources, videos, and worksheets, Value First Prospecting will help you get to work applying this process to your business right away.
Value First Prospecting isn't just another sales book. It's your roadmap to help you achieve your full potential as a financial advisor, faster.
There are two paths advisors can the average path or the elite path.
You can call a lot of people, have as many meetings as possible, and finally create a successful-enough business after ten or so years.
Or you can do something different.
In this book, Sten Morgan breaks down the process that helped him become one of the top 40 advisors in the country under 40 at the age of 30. As an active advisor and a coach to thousands of other advisors, he will share what it takes to reject the average path.
Packed with more than a dozen bonus resources, videos, and worksheets, Value First Prospecting will help you get to work applying this process to your business right away.
Value First Prospecting isn't just another sales book. It's your roadmap to help you achieve your full potential as a financial advisor, faster.
- GenresFinance
148 pages, Kindle Edition
Published October 23, 2024
12 people are currently reading
37 people want to read
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Displaying 1 - 2 of 2 reviews
July 15, 2025
Highly recommend - anytime Sten puts out content, I make it a point to listen regardless of if the topic directly applies to me or not because there is always so much value you’ll walk away with. I appreciate how concise this book is compared to any of the others out there on this topic and how he leaves you with tangible concepts and ideas to take immediate action on. You can tell how genuine he is and doesn’t leave you feeling like some slimy salesman as I have felt with some other sales and business books. Highly recommend regardless of which profesional services industry you are in, you can apply these same valuable concepts.
January 25, 2025
Solid practice development book with actionable ideas. It was worth the 3 hours I invested in it. It’s a great addition to the podcast.
Displaying 1 - 2 of 2 reviews