Sten Morgan - Podcast Details

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Becoming An Elite Financial Advisor With Sten Morgan190 What Advisors Need to Know to Work with Business OwnersIn this conversation, Sten and George discuss the challenges and opportunities for financial advisors working with business owners. They explore the importance of understanding business value, the role of advisors in driving growth, and the need for strategic conversations that educate business owners about their assets. George shares frameworks and methodologies that can help advisors engage effectively with business owners, emphasizing the need for relevance and value in advisory relationships.Key TakeawaysAdvisors need to relate to business owners as fellow business owners.Understanding the emotional connection business owners have with their businesses is crucial.Advisors...2025-07-1834 min

Becoming An Elite Financial Advisor With Sten Morgan189 How to Overcome The Revenue/Prospecting Resistance in Your PracticeIn this episode, Sten Morgan explains why revenue is the most critical resistance point for financial advisors. He shares the value-first prospecting framework, which helps advisors attract ideal clients, build efficient financial plans, and create sustainable revenue systems. The conversation includes both short—and long-term strategies for driving consistent growth.Key TakeawaysRevenue solves most business problemsKnow your ideal clientLead with value to earn trustTargeted prospecting beats the shotgun approachPeople will pay for real valueEfficient planning drives revenueSustainable systems win long-termhttps://gobeelite.com/2025-07-1118 min

Becoming An Elite Financial Advisor With Sten Morgan185 Beliefs That Stop Advisors from Charging Financial Planning FeesIn this episode, Sten Morgan discusses the evolving landscape of financial planning, emphasizing the importance of mindset shifts, overcoming limiting beliefs, and the necessity of charging for financial advice. They explore the transformation from traditional product-selling to a more holistic approach that values time and expertise. The conversation highlights practical strategies for building confidence, improving communication skills, and understanding true financial planning, ultimately encouraging advisors to embrace their worth and the changing dynamics of the industry.Key Takeaways:Clients are willing to pay for financial advice and expertise.Overcoming limiting beliefs is crucial for professional growth...2025-06-1323 min $The Leader\'s Edge$ The Leader's Edge27 - The Investment Decision Filter: A Game-Changer for Your Financial Journey with Legacy Investment Planning's Sten MorganIn this episode of The Leader's Edge: Authentic Conversations with Champions of Industry, HR Huntsman talks to the President of Legacy Investment Planning, Sten Morgan. Sten delves into financial planning, personal growth, and the lessons he has learned throughout his career. He introduces the "investment decision filter," which evaluates investments based on risk, performance, taxes, fees, and time. Sten stresses the importance of understanding one's limitations and embracing life's unpredictability. Sten also emphasizes the importance of connecting with one's future self, overcoming resistance to change, and investing in personal development for achieving long-term success.Learn...2025-06-0539 min

Becoming An Elite Financial Advisor With Sten Morgan183 Do Leaders Always Need to Appear Positive with Their Teams?In this conversation, Sten explores the complexities of leadership, particularly the balance between maintaining a positive outlook and being realistic about challenges. Sten discusses the importance of open communication, vulnerability, and authenticity in fostering a healthy team dynamic. The conversation emphasizes the need for leaders to engage in difficult conversations, lead with curiosity, and create a culture where team members feel safe to express their frustrations and ideas. Effective leadership is about being steady and transparent while motivating the team towards common goals.Takeaways:It's not a gift to your team to always say everything's wonderfulThe...2025-05-3026 min

Becoming An Elite Financial Advisor With Sten Morgan182 Sten's Summary of the Alex Hormozi Live EventIn this episode, EAN shares his top five takeaways from the Alex Hormozi event, focusing on the importance of identifying constraints, prioritizing revenue, trading novelty for loyalty, understanding data risk, and optimizing the hiring process. takeawaysYou need to find your main constraint.Focus on revenue at all costs.Trade novelty for loyalty.Data risk is huge; make data-driven decisions.Your hiring process can make or break your business.Don't get distracted by smaller projects.70% of your time should be on what works.Have a clear job description and KPIs for hires.Consider paying potential hires f...2025-05-2318 min

Becoming An Elite Financial Advisor With Sten Morgan180 Advisor questions answered….planning fees, marketing, and working with doctors.In this episode, Sten and Andy discuss various questions from financial advisors regarding fee structures, client engagement tools, and strategies for working with diverse clientele. They emphasize the importance of clarity and simplicity in fee conversations, the need for effective client engagement tools, and the strategies advisors can use to connect with different types of clients, particularly business owners and medical professionals.takeawaysAdvisors often struggle with fee structures, balancing between one-time fees and subscription models.A value-driven conversation is crucial for client engagement.Setting clear expectations with clients can prevent misunderstandings about service delivery.Simplicity...2025-05-0922 min

Becoming An Elite Financial Advisor With Sten Morgan179 The Three Wrong Ways To Charge For PlanningIn this episode, Sten explains the mindset and strategy shifts advisors need to charge for their value confidently.Key Points:Many advisors approach pricing the wrong way—often timidly or with inconsistent posture.The quickest way to change results is to shift your energy and confidence in the very next strategy session.Your price should reflect the value you deliver, not just your time or effort.Confidence in your fee comes from knowing the client receives far more than they pay.When you clearly communicate that value, clients are more likely to say “yes”—but even if they...2025-05-0225 min

Becoming An Elite Financial Advisor With Sten Morgan177 Elite Advisors In a Down MarketToday we’re diving into one of the most important — and most avoided — skills for advisors: communication. Specifically, how do you talk to clients during a down market? Sten shares what he’s doing at Legacy and gives practical advice on how often to reach out, what to say, and why sharpening this superpower can set great advisors apart.GoBeElite.com 2025-04-1829 min

Becoming An Elite Financial Advisor With Sten Morgan176 To Build a Team or To Not Build a Team?In our latest podcast episode, Sten sits down with Jamie—a financial advisory expert with over 20 years of experience—to unpack what it really takes to build an enduring, team-driven business.They cover:Leadership and team dynamicsMindset shifts at every stageMoving from solo practice to sustainable firmHow to build structure that supports growthIf you're ready to lead with more clarity and scale with intention, this episode is a must-listen.Listen now [insert link].P.S. We’ve made big upgrades inside the community—new content, VIP access, and a fu...2025-04-1128 min

Becoming An Elite Financial Advisor With Sten Morgan174 How recognizing industry trends can protect your business and help you thriveExcited to share that Episode 174 of the podcast is now live! Here’s what it’s all about:The Industry is EvolvingAging advisor populationWealth transfer to women by 2030Shift from investment management to true financial planningWhy This MattersAdvisors who adapt will create more value and opportunityClients are more willing than ever to pay for planning—but only if we present it the right wayThere’s a clear path from being a traditional advisor to becoming a trusted consultantInside the EpisodePersonal stories about mi...2025-03-2830 min

Kitces.com#FASuccess Ep 427: Finding The Director Of Operations That Can Rebuild Your Team To Get To The Next Level, With Sten Morgan Welcome everyone! Welcome to the 427th episode of the Financial Advisor Success Podcast! My guest on today's podcast is Sten Morgan. Sten is the owner of Legacy Investment Planning, a hybrid advisory firm based in Franklin, Tennessee, that oversees $220 million in assets under management for 90 client households. What's unique about Sten, though, is how he realized that the team that helped his firm reach an initial level of success as a $1M+ practice was not the team hed need to take it to the next level… and ultimately found he had to turn over 100% of hi...2025-03-0400 min

Financial Advisor SuccessFinding The Director Of Operations That Can Rebuild Your Team To Get To The Next Level with Sten Morgan Sten Morgan is the owner of Legacy Investment Planning, a hybrid advisory firm based in Franklin, Tennessee, that oversees $220 million in assets under management for 90 client households. Today Sten joins the show to share how he made the difficult decision to turn over his entire original team and rebuild with a new director of operations to create a stronger foundation for future growth. He explains how he identified cultural and operational misalignments, navigated tough conversations with employees, and structured his hiring process to ensure the right people joined his firm. Listen in as Sten walks us through h...2025-03-041h 29

Becoming An Elite Financial Advisor With Sten Morgan169 How to Approach Succession with a Younger AdvisorWe have 18 seats left for April’s How To Charge LIVE Workshop. Get your tickets at http://www.HowToChargeLive.comIn 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 min...2025-02-2129 min

Becoming An Elite Financial Advisor With Sten Morgan153 Honest lessons from an industry veteran (Paul LaPiana of MassMutual)A fascinating behind the scenes interview with an industry veteran, and Sten’s personal friend, Paul LaPiana of MassMutual. What’s the best path to take in this industry? What’s the future of financial planning? 2024-11-0130 min

Becoming An Elite Financial Advisor With Sten Morgan142 Sold it and bought it back because of culture? Rob DubeGet your seat to Whiteboard University, go to www.WhiteboardU.com.In this episode, Sten talks with entrepreneur, author, and speaker, Rob Dube. Through his work, Rob challenges business leaders and entrepreneurs to look inward with mindfulness and meditation by sharing his own mindful leadership journey.This one is packed with insights, stories, and practical advice that you won't want to missThey discuss the intricacies of entrepreneurship, leadership, and personal development. Rob shares his journey of starting, selling, and buying back a business, and the significance of corporate culture and p...2024-08-3037 min

Becoming An Elite Financial Advisor With Sten Morgan141 Book Review: Necessary Endings - Letting go to get the bestGet your seat to Whiteboard University - http://www.WhiteboardU.comIn this episode, Sten and Andy explore the concept of "necessary endings" based on the book by Henry Cloud, and discuss the challenges of ending relationships that are no longer beneficial. There are three types of necessary endings:good but not best relationshipschanged circumstancesdead relationshipsThey share personal experiences, and talk about the importance of recognizing when to let go for growth and success. Though difficult, embracing necessary endings can be a powerful step towards personal and professional growth....2024-08-2320 min

Becoming An Elite Financial Advisor With Sten Morgan139 Leadership Mistakes: Messing Up Growth By Being the BottleneckIn the next installment of our Leadership Mistakes series, Sten and Andy focus on financial advisors who become bottlenecks in their businesses. Recognizing the Bottleneck PhenomenonAre you the bottleneck? If you can’t spot the bottleneck in your business, it might be you. Andy and Sten use a clever card game metaphor to explain this common issue.Overwhelmed by RolesFinancial advisors are unique as they are both business owners and primary service providers. Many advisors juggle multiple roles—marketer, operations manager, and primary service provider. This multi-tasking can lead to st...2024-08-0918 min

Becoming An Elite Financial Advisor With Sten Morgan138 Advisor Stories: New life for a veteran advisorIn this episode, Andy Traub interviews Tim Dyer, a seasoned financial advisor and member of the Elite Advisor Network. Tim shares his journey from his upbringing in New Hampshire to his education at Babson College, and his early career during the dot-com boom and the 2008 financial crisis.They discuss the importance of proactive business development, the challenges within corporate structures, and the critical role of client trust. Tim emphasizes creating personalized paths in financial advising, leading to the establishment of his own firm, Dyer Wealth Management.Click here to join our on...2024-08-0745 min

Becoming An Elite Financial Advisor With Sten Morgan137 Hurley Fox: Outsourced CFO - Financial literacy will help you get more planning clientsIn this podcast episode, Sten talks with Hurley Fox, the owner of Fox & Partners, to explore the critical role of outsourced CFO services for small to midsize businesses. Hurley shares his journey from construction management to identifying a gap in financial services for business owners. The discussion emphasizes the importance of financial literacy, understanding the connection between personal and business finances, and the need for collaboration among financial professionals. This episode is packed with actionable insights and practical advice for financial advisors looking to better serve their business owner clients. Whether you're a sea...2024-08-0231 min

Becoming An Elite Financial Advisor With Sten Morgan136 Storytelling and Body Language for AdvisorsIn this episode, Sten sits down with public speaking consultant and former speechwriter for Dave Ramsey, Eva Rose Daniel, to discuss the vital role of communication skills for financial advisors.Eva shares her journey from radio to becoming a speaking coach and offers practical tips for improving communication. Key strategies include simplifying messages, making strong first impressions, practicing active listening, and being mindful of body language. This episode emphasizes that effective communication can significantly enhance client relationships and career success. Eva also highlights the importance of thought leadership and self-assessment, encouraging listeners to se...2024-07-2625 min

Becoming An Elite Financial Advisor With Sten Morgan134 Please, tell me the truth (Thanks For The Feedback)In this episode, Sten and Andy are talking about the book “Thanks for the Feedback” by Sheila Heen and Douglas Stone and sharing their key takeaways. They discuss personal experiences, highlighting their growth in handling feedback and the importance of constant feedback for personal and professional development, citing examples of successful individuals who actively seek feedback. They explore different types of feedback and the emotional triggers that can block it. The episode concludes with practical advice on seeking feedback from trusted sources and the necessity of embracing feedback to achieve continuous growth and self-im...2024-07-1219 min

Becoming An Elite Financial Advisor With Sten Morgan133 The Threat and Potential of AI In Our IndustryIn this episode, Sten talks with Ben Angel. They dive deep into the impact of AI (artificial intelligence) on the financial industry and the role of financial advisors in adapting to these changes.Ben, who has 20 years of experience in educating entrepreneurs, highlights the potential benefits and risks of AI, emphasizing transparency, critical thinking, and the need for financial advisors to upskill. He also addresses regulatory concerns and the emotional implications of AI advancements.Ben’s latest book, "The Wolf is at The Door - How to Survive and Thrive in an AI-Driven Wor...2024-07-0533 min

Becoming An Elite Financial Advisor With Sten Morgan132 Advisor Stories: Putting together vacuums and the value of your timeIn this episode, Andy chats with Mihei Egoroff, a financial advisor with four and a half years of experience. Mihei shares his journey from focusing on AUM to emphasizing financial planning services. He discusses his early experiences with money, the influence of a mentor, and the pivotal shift inspired by Sten's teachings. Mihei highlights the practical aspects of charging for planning services, client interactions, and the benefits of a structured financial plan.Early Money Lessons:Mihei’s first job assembling vacuum cleaners taught him the value of efficiency and time management, a lesson that has pr...2024-07-0328 min

Becoming An Elite Financial Advisor With Sten Morgan131 Book Review: War of Art - Understand and overcome your enemyIn this episode, Sten and Andy discuss their experiences with creativity and resistance, drawing insights from the book "The War of Art” by Steven Pressfield.The Struggle with Creativity:They explored how resistance can be a formidable opponent in creative and entrepreneurial journeys.The Power of Non-Finance Books:Discover why stepping outside your usual reading genres can profoundly impact your thinking.Insights from "The War of Art":This book sheds light on the internal battles creatives face and the concept of resistance as a universal force that op...2024-06-2814 min

Becoming An Elite Financial Advisor With Sten Morgan130 The Formula For GrowthPeer groups and accountability are the keys to surviving in this industry. Nothing ever reaches its potential alone. In this episode, Sten and financial advisor Ben Hockema discuss their career journeys, challenges, and strategies for success. Ben shares his path from an unplanned entry into the industry through an internship to launching his own wealth management firm. He highlights the importance of equity partners, team building, and peer groups in his growth. He also emphasizes the value of networking, vulnerability, and continuous learning. He recounts forming a peer group of junior planners, which evo...2024-06-2131 min

Becoming An Elite Financial Advisor With Sten Morgan129 Getting More Business Through Whiteboarding (Whiteboard University is here)In this episode, Sten and Andy discuss the significance of whiteboarding in the business.Whiteboarding isn't just about drawing on a board; it's a game-changer for client engagement and communication in business. By effectively using whiteboarding, you can transition from a transactional approach to a coaching mindset, helping clients understand the significance of their strategies. They talk about Whiteboard University, a new training program designed to master this skill. This episode covers the importance of visual aids, communication skills, and rapport with clients, leading to faster and more successful business outcomes.2024-06-1419 min

Good Money with Derrick KinneySten Morgan—The Smart Money Playbook to Growing Your BusinessYou want to make smart financial decisions for your business. Especially to make sure it keeps growing and you have enough cash in the bank. But managing money feels complicated and confusing. So how do you make sure your next financial moves are smart and impactful? My guest today is financial advisor Sten Morgan. Today, Sten is going to share how to transform your most confusing financial decisions into clear, strategic actions. In this episode, Sten breaks down his framework for smart investment decision-making. And he talks about how to weigh im...2024-06-1037 min

Becoming An Elite Financial Advisor With Sten Morgan128 Live Longer or Die Earlier…your callIn this episode, Sten has a conversation with Stevyn Guinnip, the founder of Grow Wellthy, a company that helps financial advisors invest in their health. Together, they dove into the striking parallels between managing wealth and health.Stevyn draws from personal experience and shares the importance of a holistic approach to health. She identified common challenges advisors face, such as time constraints and confusion about health strategies. They end their discussion emphasizing consistency and accountability, and the urgency of health prioritization.Resources from this episode:Health Quiz = https://www.gr...2024-06-0730 min

Becoming An Elite Financial Advisor With Sten Morgan126 The Best Book For Financial Planners Isn’t About Financial PlanningIn today’s episode, Sten and Andy are discussing the profound influence Patrick Lencioni’s book "Getting Naked" has had on their professional development. They explore how being genuine with clients creates a foundation of trust and sets the stage for more meaningful financial planning.They also share insights on how to maintain a professional yet caring relationship with clients, ensuring we don't overstep or over-serve.Sten & Andy emphasize the importance of a humble attitude when managing projects for clients, steering clear of any pompous or self-centered approaches."Getting Naked" isn't your...2024-05-3119 min

Becoming An Elite Financial Advisor With Sten Morgan123 The 8 Forms of ProspectingSten and Andy explore the prospecting spectrum and strategies for attracting clients. They examine the typical experience advisors face when seeking new clients and the common pitfalls of the "activity at all costs" mindset. If you've ever felt like you're spinning your wheels without attracting those dream clients, this episode is for you.From Brute Force to Targeted Strategy:They explore the full range of prospecting methods, from the brute force approach (think cold calling en masse) to the more refined targeting strategy. Sten shared why brute force should be a stepping stone, n...2024-05-1723 min

Becoming An Elite Financial Advisor With Sten Morgan122 Long-Term Greed vs. Short-Term Gain with Eric KapitulikSten sits down with Eric Kapitulik, a former Marine Corps officer and co-founder of The Program. Listen to this episode to absorb the wealth of knowledge Eric shared. It's not just a conversation; it's a roadmap to becoming a better leader, teammate, and individual.Embracing Challenges: Eric's journey from the military to the consulting world is a testament to the power of resilience. He reminds us that no matter the size of your team or the scope of your challenges, the principles of leadership and discipline are universal.A Must-Read: Eric's book is packed with i...2024-05-1048 min

Becoming An Elite Financial Advisor With Sten Morgan120 Sten Q&A: Hiring, best books & abdication vs delegationIn this episode, Sten answers your questions from the financial advisor community. He outlines the growth stages of an advisory practice, detailing his own experience from solo advisor to a larger team, emphasizing delegation and hiring strategies. Sten discusses prospecting techniques, the value of solving client problems, and recommends books that shaped his business approach. He also shares insights on managing people, the importance of structured onboarding, and the distinction between abdication and delegation. Legacy Investment Planning is hiring. Think you’d be a good fit for the team? Fill out the Ad...2024-05-0320 min

Becoming An Elite Financial Advisor With Sten Morgan119 Tax Strategies: What every business owner wants to knowSten sits down with Mike Jesowshek, a CPA and entrepreneur, to discuss the gap between knowing tax strategies and implementing them.Mike's journey is nothing short of inspiring. From starting his first business at 14 to pioneering a digital accounting firm, he's a testament to where passion and expertise can take you. In their chat, he peeled back the curtain on his transition from online marketing to becoming a tax strategy virtuoso.Mike stressed the importance of the power of simplicity by breaking down complex tax concepts into bite-sized, understandable pieces. Imagine using a Health Savings...2024-04-2634 min

Becoming An Elite Financial Advisor With Sten Morgan117 Secrets to Crafting Compelling Financial ProposalsIn this episode, Sten and Andy explore the importance of creating a great planning proposal. It serves a critical role in setting and managing expectations in business by what you put into your financial planning proposal. They discuss:Setting Expectations: The Heart of Client SatisfactionClear expectations are the cornerstone of a happy client relationship. Ever had a misunderstanding with a client? We've all been there, and it's usually down to unclear expectations. They’re talking about avoiding that pitfall and ensuring your clients are on the same page from day one.C...2024-04-1923 min

Becoming An Elite Financial Advisor With Sten Morgan116 What did you expect? Why expectations are importantSten and Andy dive into the critical role of setting and managing expectations in business, particularly in client relationships.They discuss the consequences of unmet expectations, such as negative client feedback and job dissatisfaction, and the common issue of failing to verbalize expectations, which can lead to misunderstandings. Through practical examples, they advise on asking open-ended questions to uncover unspoken expectations and stress the importance of clear communication to align with clients.They also touch on the financial advisory industry, suggesting visual tools to clarify service models and the necessity for advisors to p...2024-04-1226 min

Becoming An Elite Financial Advisor With Sten Morgan114 Dr. Josh Axe - Lessons from his deathbed - How to come back betterSten talks with good friend Dr. Josh Axe, a functional medicine practitioner, author, and entrepreneur. Josh shares his personal journey with functional medicine, the expansion of his clinic and online platform, and offers insights on business growth, team dynamics, and the power of communication. Journey into Healing: Josh opens up about his personal voyage into the world of functional medicine. It's a tale of transformation sparked by a family health crisis that reshaped his career and life's mission. Business Growth Unpacked: Ever wonder what it takes to scale a health clinic and launch an online he...2024-04-0534 min

Becoming An Elite Financial Advisor With Sten Morgan111. Advisor Marketing: Conversions, free wins and your marketing flywheelSten and marketing expert Dave Touhill dive into the intricacies of marketing for financial advisors. They discuss the importance of understanding your audience and avoiding generic marketing tactics. They discuss the value of building local trust by engaging with influential community members and providing free advice. Dave criticizes the reliance on outsourcing marketing without a clear strategy and advises focusing on proven methods and seeking guidance from other successful advisors. They also share the "marketing flywheel" concept and urge advisors to master one strategy at a time, build relationships, and continuously refine their mar...2024-03-2246 min

Becoming An Elite Financial Advisor With Sten Morgan110. Sten Q&AGet six free training videos and a dozen free planning resources at GoBeElite.com.In this episode, Sten tackles questions from listeners, offering advice on various aspects of financial advising. He discusses the importance of clear communication, especially when explaining one's role as an advisor. He emphasizes the shift from selling products to providing true advisory services and the value of collaborating with professionals like CPAs and tax attorneys for tax strategies. He also talks about revenue tracking and suggests a performance-based compensation model for W-2 advisors. Additionally, Sten touches on the pers...2024-03-1527 min

Becoming An Elite Financial Advisor With Sten Morgan109. Advisor Stories: 400% growth in one year - How Gavin Filasek guided his team to massive growthGet six free training videos and a dozen free planning resources at GoBeElite.com.Gavin Filasek has become a better leader and it has paid off BIG TIME for his team. They grew their planning revenue over 400% in one year. In this episode, he and Sten discuss his journey from traditional advising to fee-based planning.Transitioning to Transparency: Gavin’s move to fee-based planning has brought clarity to their services and the clients they serve.Leadership Evolution: They discuss Gavin's leadership growth and how it's shaped the firm's success. His dedication to communication an...2024-03-1319 min

Becoming An Elite Financial Advisor With Sten Morgan108. How Derrick Kinney overcame his own beliefs to find successLearn to be an Elite Advisor with our free training at GoBeElite.com.In this episode, Sten talks with financial advisor and entrepreneur Derrick Kinney about the importance of self-reflection and strategic thinking in personal and professional growth. Derrick shares his experience of leaving a successful financial advisory practice after a sabbatical made him realize his lack of enjoyment in the role. He discusses the significance of addressing clients' problems through marketing and the power of storytelling to connect with prospects. Derrick explores the detrimental effects of limiting beliefs on success and the necessity of a...2024-03-0828 min

Becoming An Elite Financial Advisor With Sten Morgan107. Are you lying to yourself about personal development?A few seats left…save $300 on the upcoming How To Charge LIVE training by using coupon code podcast at checkout.http://www.HowToChargeLive.comClick here to meet with Andy if you have any questions about the How To Charge LIVE event in April – https://eadvisornetwork.com/htcAndyIn this episode, Sten and Andy help you find out how to overcome the barriers that prevent you from investing in personal development.What are the roadblocks to self-investment?Awareness Gap: It's startling how many of us aren't even aware that we'r...2024-03-0129 min

Becoming An Elite Financial Advisor With Sten Morgan106. Advisor Stories: Wes Young - Elite Advisor, Part-time Pastor, Expert Planner15 seats left…save $300 on the upcoming How To Charge LIVE training by using coupon code podcast at checkout.http://www.HowToChargeLive.comClick here to meet with Andy if you have any questions about the How To Charge LIVE event in April – https://eadvisornetwork.com/htcAndyIn this episode, Sten catches up with Wes Young, business owner, advisor, and part-time pastor, about the intricacies of managing a successful remote team in the financial planning industry.Evolving Business Models: Wes’s journey from a young entrepreneur to a seasoned professional is nothing short...2024-02-2832 min

Becoming An Elite Financial Advisor With Sten Morgan105. Does EOS work for financial advisors?Save $300 on the upcoming How To Charge LIVE training by using coupon code podcast at checkout.http://www.HowToChargeLive.comClick here to meet with Andy if you have any questions about the How To Charge LIVE event in April – https://eadvisornetwork.com/htcAndyIn this podcast episode, Sten and Rich Kurkowski, EOS expert, discuss the practical application of EOS (entrepreneurial operating system) tools in businesses. They emphasize the importance of the Vision Traction Organizer (VTO) for setting a clear vision and actionable plan, the accountability chart for defining roles, and the scorecard fo...2024-02-2327 min

Becoming An Elite Financial Advisor With Sten Morgan104. Managing Money: Is it the best use of your time?Save $300 on the upcoming How To Charge LIVE training by using coupon code podcast at checkout.http://www.HowToChargeLive.comClick here to meet with Andy if you have any questions about the How To Charge LIVE event in April – https://eadvisornetwork.com/htcAndyIn this episode, Sten talks about the delicate act of balancing business expansion with top-notch client advice.Discover why Sten stopped chasing the elusive goal of becoming a full-time portfolio manager and how he found a sweet spot partnering with institutional money managers. HOW TO CHA...2024-02-1620 min

Becoming An Elite Financial Advisor With Sten Morgan103. Advisor Stories: Moving Clients Into Paid Planning & The Psychology of Saying YesSave $300 on the upcoming How To Charge LIVE training by using coupon code PODCAST at checkout.http://www.HowToChargeLive.comQuestions? Meet with Andy to get your questions answered about the upcoming workshop. https://eadvisornetwork.com/htcAndyWant to be featured on a future episode of Advisor Stories? Go to the link below to apply.http://www.StenMorgan.com/advisorguestIn the first episode of our Advisor Stories series, Nate Fair, a seasoned financial advisor, shares his insights on transitioning from a wholesaler to an advisor. ...2024-02-1437 min

Becoming An Elite Financial Advisor With Sten Morgan101. How To Make Elite Events For AdvisorsSave $300 on the upcoming How To Charge LIVE training by using coupon code podcast at checkout.http://www.HowToChargeLive.comIn our recent episode, we dove deep into the world of events crafted specifically for financial advisors like you. We explored the essence of what makes these gatherings not just informative but truly transformative. Here's a sneak peek at the golden nuggets we uncovered:Practical Workshops: Learn why hands-on sessions can revolutionize the way you communicate with clients, deliver financial plans, and set your fees.Intentional Networking: Find out how to...2024-02-0236 min

Becoming An Elite Financial Advisor With Sten Morgan100. Consistent Learning + Consistent Action = Massive ResultsHave any questions for us? Send them to Sten@eAdvisorNetwork.com In our 100th podcast episode, we are celebrating the milestone by sharing practical advice on how to avoid being an average advisor and instead striving for excellence. To become elite you must be open to new ideas and take action on what you learn. Add in coaching and accountability and you’ll become what you’re capable of becoming.Successful advisors are curious, humble, and willing to invest in their own growth. This episode includes a surprise segment featuring feedback from...2024-01-2625 min

Becoming An Elite Financial Advisor With Sten Morgan97. No team = No growthNow open for all podcast listeners at no cost: http://www.EANcommunity.comWatch us LIVE as we record future episodesMeet other advisors who listen to the showSubmit questions for us to cover in future episodesIn this episode, we discuss the critical role of team building in scaling a financial advisory business. Sten shares his journey and the transformative impact of hiring key roles like a relationship manager, paraplanner, and junior advisor to delegate tasks and concentrate on client value and business growth. We explore the mindset shift needed for advisors to embrace hiring, t...2024-01-0523 min

Becoming An Elite Financial Advisor With Sten Morgan95. What’s coming to you in 2024 from EAN?In 2024, you’ll have more chances than ever to connect with other advisors, learn how to become an Elite Advisor, and grow your business. Here’s what you can expect from us in 2024.Sten will release a book dedicated to helping you improve your prospectingWe’ll be traveling to more firms to teach our How To Charge LIVE WorkshopsWe’re hosting How To Charge LIVE Workshops at our offices four times We’re going to increase the number of episodes of this showWe’re inviting a select group of advisors to our How To Charge 2.0 WorkshopWe’ve hired a new f...2023-12-2228 min

Becoming An Elite Financial Advisor With Sten Morgan94. Serving the top 20% of your clients w/ Dave ResseguieI'm thrilled to share some exciting insights from my recent podcast episode, where I discussed the art of client relationships with Dave Resseguie.Dave shares his transition from working with a major financial planning firm to launching his own company. It’s common that two-thirds of total revenue comes from the top 20% of clients. It's all about focusing on those who bring the most value to your business.Giftology: Dave has learned the importance of showing appreciation to those who've helped build client relationships. Inspired by John Ruhlin's book, he adopted the practice of...2023-12-1524 min

Becoming An Elite Financial Advisor With Sten Morgan91. How to overcome your headtrashWe have five tickets left for our next How To Charge LIVE workshop. Get yours at:http://www.HowToChargeLive.comWe’re revisiting a popular topic today. Head trash is the pesky limiting beliefs and negative thoughts that hold us back. We all have them, but their intensity and impact vary. They're often formed by external influences and personal experiences, and they can be as subtle as a belief about money or as intense as a scarcity mentality.In our conversation, we shared personal examples of our own head trash and how it ca...2023-11-2423 min

Becoming An Elite Financial Advisor With Sten Morgan90. Three kinds of days to achieve 10X resultsIf you really want to add six-figures of revenue to your company then you need to attend our How To Charge LIVE workshop.Get the BEST deal we've ever offered by visiting: http://www.HowToChargeLive.comToday we explore time management that will help you achieve 10X goals. Specifically the three kinds of days you should plan out; Focus, Buffer and Free days.The Journey of Prioritization: I shared my personal journey of learning to prioritize high-value activities over sheer volume. It's a shift from survival mode to strategic thinking, and it's been a g...2023-11-1723 min

Becoming An Elite Financial Advisor With Sten Morgan88. Is 10X possible for advisors?Save $1500 if you attend our January 2024 How To Charge LIVE event. Until November 10th, 2023 you get the How To Charge For Your Advice online program FREE (a $1500 value) when you purchase a ticket to the January in-person event. http://www.HowToChargeLive.com This week we start a three part series where we dive into a book that has significantly influenced our approach to business - 10x Is Easier Than 2x: How World-Class Entrepreneurs Achieve More by Doing Less. This book isn't just about business; it's about challenging our beliefs, questioning the status quo, and embracing...2023-11-0328 min

Do Business. Do Life. — The Financial Advisor Podcast — DBDL034: Sten Morgan - Leading with Advice, Bridging the Trust Gap, and Generating ReferralsIn today’s episode, I’m talking with Sten Morgan, the founder of both Legacy Investment Planning and Elite Advisor Network, a community for financial professionals. When Sten founded Legacy at age 25, he decided to do things a little differently. Instead of framing client conversations around products, Sten developed an advice-centric and value-first approach to financial planning. The approach led to rapid success, and Sten was named a “40 Under 40” advisor by Investment News at age 30.Today, you’ll hear Sten pull back the curtain on how he provides value and advice to new and existing clients. Yo...2023-10-181h 14

Becoming An Elite Financial Advisor With Sten Morgan85. 5 Things Keeping You From Your PotentialIn this podcast episode, Sten and Andy reflect on their recent trip to Las Vegas and share some humorous stories. They then delve into a discussion about the difference between achievement and success, emphasizing the importance of constantly striving for growth and not becoming complacent. They highlight the industry's definition of success as a potential hindrance to advisors reaching their full potential. They encourage listeners to seek outside perspective, challenge the status quo, and identify what may be holding them back. They also discuss the importance of surrounding oneself with the right people, hiring help, and focusing on specific...2023-10-1326 min

Becoming An Elite Financial Advisor With Sten Morgan84. Referrals: How to get referrals of ideal clientshttp://www.StenMorgan.com/Webinar - Sign up for Sten’s webinar on Communication That Converts. He’s holding two on October 12th at 9 am and 2 pm CT. Ever caught yourself questioning traditional practices? Sten did, especially when it came to asking for referrals. Just asking for names felt awkward and ineffective. His solution? Adding value first. Let's put ourselves in our client's shoes - wouldn't you want to see the value before referring someone you've just met? This episode gives you an outline for asking for referrals and getting them. 2023-10-0624 min

Becoming An Elite Financial Advisor With Sten Morgan81. Unhealthy Decisions Advisors MakeIn this week’s episode, we discuss common unhealthy phrases and beliefs that advisors often have. They emphasize the importance of overcoming these barriers to become Elite advisors. The conversation covers topics such as feeling alienated in the office, lack of confidence in hiring, the importance of leadership and humility, overcoming age or inexperience limitations, the pitfalls of buying a book of business or hiring solely for connections, and the importance of strategic hiring and seeking external evaluation. Sten encourages listeners to be effective leaders, overcome limiting beliefs, and avoid unhealthy shortcuts in their pursuit of success. 2023-09-1530 min

Becoming An Elite Financial Advisor With Sten Morgan80. How to use ChatGPT (w/ Matt Reiner)I'm thrilled to share some exciting insights from our latest podcast episode where Matt Reiner of https://www.mattreiner.com and I dove deep into the world of AI, specifically chat GPT, and its potential in the advisory industry. Embracing Innovation: We discussed the common hesitancy among advisors to adopt new technologies. While it's natural to stick to what's familiar, we believe that stepping out of the comfort zone is key to staying ahead in this rapidly evolving industry. The 'Lazy Man's Utopia': We explored the concept of the 'lazy man's utopia', where advisors stick...2023-09-0822 min

Becoming An Elite Financial Advisor With Sten Morgan78. Brad Johnson: Ingredients of A Great AdvisorI'm thrilled to share with you some insights from my recent podcast episode with Brad Johnson, founder of Triad Partners. Brad's journey from a small-town boy to a successful financial advisor and now coach to advisors is worth learning about. https://triadpartners.comhttps://bradleyjohnson.com In our chat, Brad shared his transition from the corporate world to finance, a field he found himself deeply passionate about. His fascination with stocks led him to get into this business, and later he took a leap of faith and embarked on an entrepreneurial journey with Triad...2023-08-2530 min

Becoming An Elite Financial Advisor With Sten Morgan76. How To Price PlanningThere are six spots left for our September How To Charge LIVE event. If you want to stop hoping you get AUM or sell a policy to make your time and effort worthwhile and start charging for your time and ideas, then this event is for you. We guarantee that your first planning client will pay for the event. http://www.HowToChargeLive.com Today we talk about how to price your services. One of the most common concerns advisors have when they want to start charging for their time is determining how to...2023-08-1126 min

Becoming An Elite Financial Advisor With Sten Morgan75. One good suit: Inflection points with Matt JarvisThere are 10 seats left to our How To Charge LIVE event in September at our offices outside of Nashville, Tennessee. If you’d like to attend you can book a call to get your questions answered or get your ticket at http://www.HowToChargeLive.com. I'm thrilled to share with you the highlights of my recent podcast episode where I was able to talk with my friend Matt Jarvis, a successful financial advisor and founder of the Perfect RIA. https://theperfectria.com/. We got personal and talked about the inflection points that shaped his career. The...2023-08-0425 min

Becoming An Elite Financial Advisor With Sten Morgan72. The Five Levels of CommitmentHey friend, We’ve got a great episode and a free guide for you today. http://www.StenMorgan.com/commitment Commitment: A Daily Practice, Not a New Year's Resolution We often think of commitment as a once-a-year event, but it's actually a daily and weekly practice. It's the missing piece in achieving our goals and desires, and it's all about follow-through and execution. The Natural Ability to Make Things Work Ever wondered why some people seem to have a knack for success? They've figured out a level of...2023-07-1425 min

Becoming An Elite Financial Advisor With Sten Morgan69. How to fix our broken industryWe’ve never done this before. We’re giving away our How To Charge online training program when you purchase your ticket to September’s How To Charge LIVE event. That’s a $1,500 value. Here’s how to get your free program. Purchase your ticket before July 1st, 2023, and we’ll respond with a code to get HTC Online for free. If you’ve already purchased the online program, we’ll pay for your hotel stay instead. To register for the event or have questions, you can set up a 1:1 call below...2023-06-2328 min

Becoming An Elite Financial Advisor With Sten Morgan66. What Advisors Fear (Part 2): Not Knowing EnoughIn this podcast episode, Sten Morgan and Andy Traub discuss the fears and obstacles faced by financial advisors, particularly the fear of not knowing enough to charge for their services. They emphasize the importance of recognizing the value of one's time and expertise, and not letting fear hold them back from charging for their services. They also discuss the importance of continuous learning, growth, and collaboration in overcoming these fears. They provide practical advice for advisors to overcome these challenges, including admitting when they don't know something, building a network of experts, and setting boundaries to value their time.2023-06-0222 min

Becoming An Elite Financial Advisor With Sten Morgan64. The Danger of Commitment BiasSten and Andy discuss Commitment Bias and how it holds you back from achieving even greater success in your business. It’s extremely difficult to identify this bias so listen closely and then look closely at your patterns. When you do find the bias, you must force yourself to create pattern interrupts.2023-05-1920 min

Becoming An Elite Financial Advisor With Sten Morgan60. Helpline: Increasing your closing percentageHey everyone, Are you struggling with charging for planning services? In our latest podcast episode, we break down the obstacles a recent EAN customer is facing as he works to close more planning clients. We coach hundreds of advisors who face these same issues and offer valuable insights to solving his problems. By the end of the first meeting, you should be clear about your fee structure and the value you bring to the table. The goal in the first meeting is to present a few ideas that pay for themselves. Move on to a proposal...2023-04-2123 min

Becoming An Elite Financial Advisor With Sten Morgan57. Regret and Action: The Importance of Taking RisksToday we discuss the frustration that comes with people settling for average and not taking action towards their goals. Sten emphasizes the importance of being self-aware and pushing yourself out of your comfort zone to achieve success. We discuss the unhealthy nature of a comfortable life and the need to constantly challenge yourself to avoid settling for mediocrity. This begins with being self-aware and constantly challenge yourself to achieve success. One practical way you can take action is to book a one-on-one session with Andy to save $500 on event registration. Book your call...2023-03-3128 min

Becoming An Elite Financial Advisor With Sten Morgan53. Stop Solving Small ProblemsIf you want to learn how Sten uses big ideas to convert prospects you need to attend our How To Charge LIVE event in May. Find out more at: StenMorgan.com/HowToLive When you solve big problems for prospects they'll want to do business with you. Focusing on big problems separates you from the competition. Focusing on big ideas helps prospects have a larger vision for their finances, and get more excited about taking action. You'll also get more referrals when you focus on big ideas because big ideas are worth...2023-03-0322 min

Becoming An Elite Financial Advisor With Sten Morgan52. Meeting Power Phrases: Gaining Your Prospect's TrustIf you want to get paid for your advice then our How To Charge LIVE event will pay for itself with ONE planning client. You can register for the event at StenMorgan.com/HowToLive We have 30 seats and you should be in one of them. Don't you wish there were magical words that would help a prospect become a client? Well, good news, there are. They're called power phrases and in today's episode we talk about one of Sten's favorites, when to use it in a meeting, and why it works so well...2023-02-2421 min

Becoming An Elite Financial Advisor With Sten Morgan48. Elite Advisors Teach Concepts & StrategiesAdvisors who take the time to teach financial concepts to their clients will empower them to make confident decisions about financial strategies. When clients make confident decisions about financial strategies, they'll have better outcomes. Take time to teach concepts in your meetings. It will lead to better outcomes for your work with the client. Sten's most common concept that he teaches is the investment decision filter. When making an investment decision of any kind, clients should factor in fees, risk, performance, and tax implications. Once clients understand this concept, they feel empowered to make decisions about strategies...2023-01-2723 min

Becoming An Elite Financial Advisor With Sten Morgan46. How to start your career to becoming an Elite AdvisorWhy do 80%+ of advisors quit in the first three years? Can that number improve? Why does the industry set up advisors to fail? Can there be a better way? In this episode, Sten lays out ways that those who hire advisors can improve hiring and help their advisors stay in the business.2023-01-1325 min

Becoming An Elite Financial Advisor With Sten Morgan45. How to add advisors to your teamIn this episode, Sten breaks down the options for you to add another advisor to your team. Why wouldn't adding a new advisor be a good thing? Well, it turns out that more is not always better. How do you handle splitting work? What happens when something difficult happens in someone's life, and business takes a back seat? What could change from your original agreement? Sten addresses those questions and many more in this episode.2023-01-0620 min

Becoming An Elite Financial Advisor With Sten Morgan44. Michael Kitces - Get better clientsMichael Kitces is a legend in the financial advisor space. He's created countless resources for advisors, and his podcast is the most popular show in the industry. We're grateful to have him on Becoming an Elite Financial Advisor with Sten Morgan. On behalf of Sten, Andy, and the Elite Advisor Network community, we want to thank Michael for stopping by the show and recording his shortest episode. Seriously though, Michael paved the way for us to do what we do in working with advisors, and we're forever grateful for allowing us to share his platform...2022-12-3052 min

Becoming An Elite Financial Advisor With Sten Morgan42. How do you measure your year?You can find the scorecard resource that Sten mentioned at StenMorgan.com/Scorecard. Measuring progress over the past year involves looking at various categories, including finances, health, social life, career, spiritual, leisure, personal growth, family, and friends. To measure progress, you can look through your camera roll, emails, or calendar and evaluate what worked and what didn't. With the results, you can celebrate your victories and learn from your mistakes and/or failures. Being a financial advisor can be a lonely business, so share your results with someone else and use the results to inform...2022-12-1628 min

FutureProof Advisor PodcastTaking Your Financial Services Firm To The Next Level with Sten MorganIn this episode of Bridging the Gap, we sit down with Sten Morgan, a leading voice in financial services, president at Legacy Investment Planning and a coach to other financial advisors. Sten gives insights into the challenges he experienced while starting up his firm and how he pushed past industry "norms" to create a truly innovative firm. During this episode, we also dive into the Goldilocks principle, not having a predetermined outcome when meeting with clients, the importance of having a meeting agenda, and how to keep your audience engaged. This episode is one you want to hear for...2022-11-2135 min

Becoming An Elite Financial Advisor With Sten Morgan38. How Elite Advisors Develop COIs + Free TrainingFree training - StenMorgan.com/50k January event - StenMorgan.com/HowToLive $400 discount coupon code if you register before Thanksgiving: freehotel We want you to be the first to know about a free training that Sten and I are offering twice on November 22nd called How To Add 50K In Planning Revenue. To register, go to StenMorgan.com/50k. Sten has generated over 1.7M in planning fees and will generate over $600,000 in planning fees in 2022 alone. So, whether you've never charged for advice or you've got a thriving planning business, you wi...2022-11-1126 min

Balanced Growth Show with Dr. Travis ParryEp 64: Discovering the Path to Balance with Sten Morgan Today’s Guest is Sten Morgan, CFP®, ChFC®. Sten founded Legacy Investment Planning by age 25 and was named a “40 under 40” advisor by Investment News at age 30. Sten and his team have worked with hundreds of advisors to help them find direction 2022-11-0126 min

Becoming An Elite Financial Advisor With Sten Morgan34. Why smart advisors want to be wrong + HTC LIVE 2023How do you accelerate your learning and take actions that grow your business instead of wandering from podcast to podcast or online program to online program? In this episode, Sten and I discuss the elite path of learning and why we believe it includes you attending our live event, How To Charge For Your Advice LIVE, in January of 2023. If you’d like to be the first to know when we open registration for the event, go to the URL below. StenMorgan.com/HowToLive Watch on YouTube 2022-10-1424 min

Becoming An Elite Financial Advisor With Sten Morgan33. Why are his planning prospects saying No?In this special episode, Sten and Andy share a conversation they had with one of the members of the Elite Advisor Network about his struggles getting clients to accept planning proposals. This member has been doing paid planning, and his team is growing as a result. What’s wrong with his process? Is he not showing the value of his advice? Is he taking too long to give value during meetings? Is he overcomplicating the ideas he’s presenting? Or is he simply getting the wrong leads? Listen as they work through his situation and, in the proc...2022-10-0717 min

Becoming An Elite Financial Advisor With Sten Morgan32. 7 Tips When Answering "What do you do?"In this episode, Sten and Andy will give you seven practical things you can do to improve how you answer the question, "What do you do?". You can also create several answers to use in different situations by visiting this link or StenMorgan.com/WhatDoYouDo Watch on YouTube 2022-09-3029 min

Becoming An Elite Financial Advisor With Sten Morgan31. The State of Sten's Company: Legacy Investment PlanningIn this episode, we'll hear from Sten about the state of Sten's company, Legacy Investment Planning. If you’re an advisor who has a team or aspires to grow your team, this conversation will be helpful to you. www.stenmorgan.com/31 Watch on YouTube 2022-09-2323 min

Becoming An Elite Financial Advisor With Sten Morgan28. Does This Stuff Work? Interviews with Four AdvisorsIn this episode, we are celebrating the milestone of reaching our 10,000th download by hearing from advisors like you. You will hear from four podcast listeners who have been interacting with Sten and his teachings, some for just a few months and others since the beginning of Elite Advisor Network at the start of 2021. Two years ago, our company, the Elite Advisor Network, was founded with a mission to help Financial Advisors learn how to charge for their advice and accelerate their growth in an industry that has struggled to keep up with the demand for paid...2022-09-0244 min

Becoming An Elite Financial Advisor With Sten Morgan24. The Company Scorecard: How to keep score in your financial services businessHave you ever been to an athletic event without a scoreboard? It’s confusing because the whole point of the game is to track the progress of each team. Knowing the score means everything. But when it comes to financial advisors, the industry usually doesn’t teach you how to keep score and what they tell you to measure isn’t an accurate way of knowing if you’re winning or not. So, in this episode, Sten breaks down what you should be measuring in your business, and he gives you a downloadable scorecard you can star...2022-08-0527 min

Becoming An Elite Financial Advisor With Sten Morgan23. EAN member interview w/ Patrick Rogers: How to make changes quickly in your businessWelcome to Becoming an Elite Financial Advisor with Sten Morgan, where we help financial professionals like you recognize and reach your potential faster. Whether you’ve been in the business for a few years or a few decades, you’re listening to this show because you want to improve. Today’s guest is a great example of someone who has a healthy impatience that has helped them achieve some great results in just a few short years. This episode will also give you some insight into working with your spouse if you’ve ever considered that.2022-07-2932 min

Becoming An Elite Financial Advisor With Sten Morgan22. Elite Admins Are ProactiveThere’s a common theme among the elite advisors Sten and Andy work with. Their administrator is also elite. Their admin and other support team members have characteristics that help the company grow because they balance the skills of their advisor. In this episode, you’ll learn three aspects of a proactive administrator. If your admin is great at these things, count your blessings and ensure they’re in a community where they can continue growing. If your admin lacks some of these skills, we’re here to help through our Level Up program. ...2022-07-2226 min

Becoming An Elite Financial Advisor With Sten Morgan21. The Unspoken Self-Improvement BlindspotSince you listen to this show, we know that you’re serious about self-improvement, but there’s a good chance you’re not paying attention to an area of your life that needs attention, your mental health. In this episode, Sten shares his ongoing path to better mental health and gives you simple questions to ask yourself to help uncover areas you can improve on your journey. Listen as we talk about what most people DON’T talk about in this industry. stenmorgan.com/21 2022-07-1524 min

Becoming An Elite Financial Advisor With Sten Morgan20. You Have A SuperpowerOur culture is fascinated with the idea of superheroes. They look normal, but they can do things normal humans simply can’t do. Beyond the Marvel Universe, what if you had a superpower? And what if that superpower was the key to you becoming an elite advisor? In this episode, Sten and Andy share seven advisor superpowers and how you can utilize yours to become an elite advisor. stenmorgan.com/20 2022-07-0826 min

Becoming An Elite Financial Advisor With Sten Morgan18. How do you keep planning clients happy year-round?Sten and Andy have helped hundreds of advisors to start charging for their advice, but this is the number one objection we get from those who haven’t started charging. How do you keep a paid planning client happy throughout the year? In this episode, Sten will answer that question with several practical things you can do to get paid planning clients and keep them happy throughout the year, all the way up to the time for them to renew. If you’re ready to start getting paid for your advice, go to eadv...2022-06-2421 min

Becoming An Elite Financial Advisor With Sten Morgan17. How do you provide value when the market does not?The market is down, a lot. At times like this, do you worry that clients will call you, upset with the market and your work on their behalf? Is there any way to avoid getting those calls? Is there a way to be known for more than just moving money around inside the market? In this episode, Sten shares four ideas on how to provide value when the market does not. stenmorgan.com/17 2022-06-1717 min

Becoming An Elite Financial Advisor With Sten Morgan12. How To Talk To Clients When The Markets Are VolatileIt’s May of 2022 and the markets have been volatile. You MAY have clients calling you in a panic and wanting answers on what to do or asking questions about what YOU'RE going to do for them. In this episode, Sten will tell you how to prepare clients for volatile markets and what to tell them when they do express concerns. stenmorgan.com/12 2022-05-1324 min

Becoming An Elite Financial Advisor With Sten Morgan11. Are the people you work with helping you?This episode will sound different because we recorded it at our live event in Nashville in January of 2022. The topic, though, is familiar. Sten and Andy discuss the role of community in the life of an advisor. Are the people you work with helping you succeed or holding you back? What makes a great community? What should be required of people in a healthy community? Should you pay for a community, or should it be free? Are lead groups like BNI worth it? The answers to those que...2022-05-0618 min

Becoming An Elite Financial Advisor With Sten Morgan8. Whiteboarding - The greatest strategy meeting superpowerWelcome to episode eight of the Sten Morgan Podcast, where we help financial professionals like you, recognize and reach your potential faster. In today’s episode, Sten shares one of several Meeting Superpowers. Whiteboarding is a term Sten uses to talk about anytime you illustrate an idea by hand in a client meeting. It’s a method of communicating and teaching that is rarely if ever taught in the financial services industry. Whiteboarding is a key ingredient to creating a high closing rate among the advisors in our Elite Advisor Network and today we’ll go into great...2022-04-1527 min

Becoming An Elite Financial Advisor With Sten Morgan4. Five Advisor Stages - Maturing 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 2022-03-1825 min

Becoming An Elite Financial Advisor With Sten Morgan1. Sten's Unlikely and Unfinished Path To Success Who is Sten Morgan? How Sten changed his mindset How Sten is helping other advisors Andy’s role in the Elite Advisor Network Why did Andy and Sten start the Sten Morgan Podcast What else do we offer The next five episodes will cover the five stages of The Advisor Path For show notes and more: https://www.stenmorgan.com/1 2022-03-0432 min

HUM Curated PodcastsProving Your Advice Is Valuable With Sten Morgan Podcast: Elementality for Financial Advisors | Elements Financial Vitals System™ (LS 35 · TOP 3% what is this?)Episode: Proving Your Advice Is Valuable With Sten MorganPub date: 2021-12-21Get Podcast Transcript →powered by Listen411 - fast audio-to-text and summarizationHustling for sales works for financial products, but as a planner—whose product is advice—you have to prove why your advice is valuable first.On this episode of the Elementality podcast, Reese Harper welcomes Sten Morgan of Legacy Investment Planning. Sten reveals why sharing your best ideas with prospects from the start bui...2022-01-2839 min

The Transformative Leader Podcast: Culture Transformation | Corporate CoachingTTLP 135 : "Seven Mindsets of Success" - An Interview with Sten MorganIn this episode, Amir talks with with Sten Morgan, about his journey from modest means to significant success at a relatively young age, the realizations and mindset shifts he had in the process, and how we can all put them to work in our own lives. For more: theghannadgroup.com/blog/ttlpodcast-135Guest LinksWebsite: stenmorgan.comBook: 7 Mindsets of SuccessLinkedIn: linkedin.com/in/sten-morgan/Facebook: facebook.com/officialstenmorgan/Instagram: instagram.com/sten_morgan/Twitter: twitter.com/sten_morgan——————————The Transformative LeaderWebsite: theghannadgroup.com/Join our exclusiv...2021-01-1437 min

Financial Advisor SuccessEp 210: Growing Your Client Base By Making Advice The "Product" And Quantifying Its Value with Sten MorganSten Morgan is the founder of Legacy Investment Planning, a hybrid advisory firm near Nashville that generates more than $2 million in revenue per year from 220 affluent clients. Sten is one of the most accomplished young advisors in the country and has built his success by focusing on putting himself—and his advice—at the forefront of his product offering. Listen in as Sten shares how he built his advisory firm by using a philosophy that embraces “the advisor is the product,” and why he charges a full-rate financial planning fee with a monthly retainer in the hundreds or thous...2021-01-051h 48

Between Now and SuccessUse Sten Morgan's "7 Mindsets" to Accelerate Your Firm's GrowthHow do you go from a struggling, cash-strapped RIA to running a fast-growing, profitable top firm? Adopt Sten Morgan's 7 Mindsets and you'll be on your way. As the founder of Legacy Investment Planning, Sten Morgan has lived that dream, and overcome the obstacles that go with it. Sten was recently named one of the “40 Under 40” by Investment News, and his new book, “7 Mindsets of Success,” challenges entrepreneurs to change their mindsets, and see their businesses, and the world, differently. On today’s show, Sten explains how the mindsets that he had been developing from a young age...2017-09-0358 min

Publish A BookSten Morgan: '7 Mindset Of Success'Sten Morgan is the author of the brand new book, 't Mindset of Success'. In the book, and in our interview, Sten says that most people are doing largely the same work and the same day-to-day activity, but some achieve success while others don't. This book tried to identify the gaps and enable you to achieve rapid, top-level success. In this interview, Sten also talks about the process of 'Hybrid Publishing' - not self-publishing, not a traditional publisher, but half way in between. Check him out at: www.stenmorgan.com 2017-06-2234 min