In this episode of Elite Advisor Podcast, Sten Morgan sits down with Jeremie Kubicek to talk about how the Five Voices framework reshapes the way you lead, communicate, and connect - starting with the one voice you were built to lead from.

They discuss knowing your foundational communication voice, speaking the language of every client and team member, and how financial advisors can build deeper trust, stronger teams, and a culture people don't want to leave.

If you're ready to stop settling for comfortable and start building at your highest level, this conversation will challenge how you think about your business, your value, and the impact you create for clients.

In This Episode

You are all five voices, but you have one foundational voice - and most leaders "play someone on TV" they're not, which is exactly why they come across as average.
The Five Voices framework (Nurturer, Guardian, Creative, Connector, Pioneer) built on the Big Five and Jung's work - and why 73% of people are present-oriented, not future-oriented.
A practical move for this week: read the room. Start with people and feelings for feelers, and competence and credibility for thinkers.
Jeremie's core philosophy - "know yourself to lead yourself." Leading from raw title and power produces compliance, not engagement; learn someone's language and they'll run through walls for you.
Your week-ahead challenge: build a culture people don't want to leave, and start using AI by talking to it - ask it to ask you the right questions first.

Episode Timestamps

00:00 - Introduction 00:58 - The Five Voices, Explained

02:55 - The Science Behind an Assessment That Actually Sticks

06:16 - Start With Yourself: Know Yourself to Lead Yourself

08:32 - How to Roll It Out Across Your Team

16:13 - Speaking Every Client's Language in Prospecting Meetings

22:04 - Build a Culture People Don't Want to Leave

27:09 - The Simplest Way to Start Using AI Today

Get the Free Episode Companion Guide: Want the cheat sheet for this episode? We turned the biggest ideas into a one-page companion guide - the Five Voices blueprint, key takeaways, and three action steps to run this week. Grab your free copy here: https://gobeelite.com/elite-advisor-podcast-companion-page?utm_source=youtube&utm_medium=podcast&utm_campaign=ep_238_jeremie_kubicek

Free Resources for Financial Advisors: Want to become a more elite advisor? We have free resources to help you improve the way you think, communicate, and grow your business. Get access to our free course on how to become an Elite Advisor, plus training videos that show you how to whiteboard ideas with clients using real examples. Get the free resources here: https://www.eliteadvisornetwork.com/free?utm_source=youtube&utm_medium=podcast&utm_campaign=ep_238_jeremie_kubicek

Get the Free Book: Value First Prospecting Most advisors were trained to sell first and hope trust shows up later. Value First Prospecting shows you how to create demand, lead with ideas, and turn first meetings into strategy conversations instead of sales meetings. You can claim a free copy of Sten Morgan's book, Value First Prospecting. Just cover shipping. Get the book here: https://www.valuefirstbook.com?utm_source=youtube&utm_medium=podcast&utm_campaign=ep_238_jeremie_kubicek

Attend How to Charge LIVE: If you want more revenue, more confidence, and a clearer planning process, you do not need more theory. You need reps, feedback, and a proven system. How to Charge LIVE is our in-person training experience where advisors learn how to start charging for advice, communicate their value, and build a stronger planning business. Learn more about How to Charge LIVE here: https://www.howtochargelive.com?utm_source=youtube&utm_medium=podcast&utm_campaign=ep_238_jeremie_kubicek

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