Shows
The Elite Financial Advisor Podcast With Sten Morgan218 The Advisor Shift Is Here: How Planning, EQ, and AI Are Changing the Industry with Adam CorreaSten interviews Adam Correa, CFP®, Vice President of Financial Planning at LPL, who supports financial planning adoption across a massive advisor network (30,000 advisors, 2,000+ 1:1 engagements, 500+ presentations). Adam shares his unconventional path into financial advice—starting in fintech at eMoney, becoming an advisor, then transitioning into an LPL home office coaching role focused on helping advisors move into a planning-led, fee-for-service model.Together, they unpack the “head trash” many advisors face about charging for advice, the real reason some advisors outperform (communication + EQ, not just IQ), and why the industry is rapidly shifting away from product-centered value toward holistic, planning-dri...
2026-01-3032 min
The Elite Financial Advisor Podcast With Sten Morgan217 The Missing Fuel Behind Elite Performance with Dr. Jarrod SpencerIn this conversation, Sten Morgan sits down with Dr. Jarrod Spencer, a concierge health and sports psychologist who works with elite performers—from pro athletes and championship teams to high-level executives. Jared breaks down the difference between “mental” work (thought-based) and “emotional” work (body-based), and why emotional energy is the real fuel behind health, leadership, and performance.They explore how the culture around mental health has shifted (especially after high-profile moments like Olympic and pro sports withdrawals), and what high performers actually want: not an excuse to stop performing, but tools to show up at their best under pressure...
2026-01-2333 min
The Elite Financial Advisor Podcast With Sten Morgan216 How to Strengthen Your Legacy with a Letter: Blake BrewerIn this episode, Sten Morgan sits down with Blake Brewer, the founder of Legacy Letter, who’s on a mission to help one million people write a meaningful, lasting letter to the people they love most. Blake shares the moment that shaped his entire life: at 19, while snorkeling with his dad in Hawaii, his father drowned in treacherous waters. Hours later, Blake’s mom handed him a letter his dad had written for him—words that brought comfort, clarity, peace, and direction when he needed it most.That legacy letter didn’t just help Blake grieve—it helped him grow...
2026-01-1629 min
The Elite Financial Advisor Podcast With Sten Morgan214 Building Trust and Open Communication wtih Wendell MoonIn this conversation, Sten Morgan and Wendell Moon explore the dynamics of teamwork, leadership, and personal growth within a professional setting. They discuss the importance of open communication, trust, and vulnerability in fostering a supportive work environment. The dialogue delves into the challenges of navigating personal and team friction, the significance of setting clear expectations, and the value of collaboration in achieving shared goals. Through their experiences, they highlight the need for leaders to balance their styles with the diverse needs of their teams while embracing discomfort as a catalyst for growth.TakeawaysIt's refreshing...
2026-01-0239 min
The Elite Financial Advisor Podcast With Sten Morgan213 There Is No Mission Without MarginIn this conversation, Sten Morgan and Duane Murray explore the critical relationship between mission and margin in business. They discuss how entrepreneurs can balance their desire to give back with the need for financial sustainability. Duane shares his journey from healthcare to coaching business leaders, emphasizing the importance of purpose and passion in driving success. The discussion highlights the challenges entrepreneurs face in maintaining focus on their mission while achieving financial goals, and the necessity of creating margin to fuel their mission-driven efforts.TakeawaysThere's no mission without margin.A healthy business is...
2025-12-2622 min
The Elite Financial Advisor Podcast With Sten Morgan200th Episode! Real Stories of Overcoming Resistance with Dr. David Touhill, Dr. Josh Axe, Rick Hu & Wesley YoungWe’ve hit a big milestone — 200 episodes! In this special episode, Sten invites four past guests to dive deep into one of the biggest challenges advisors and entrepreneurs face every day: RESISTANCE.Dr. David Touhill, Dr. Josh Axe, Rick Hu, and Wesley Young share real stories from their own journeys — moments when resistance showed up, tried to stop them, and ultimately became the catalyst for their growth. You’ll hear how they’ve navigated failure, scaled businesses, faced fear, led teams, and stayed committed to personal growth even when it wasn’t easy.This episode is an honest...
2025-09-261h 42The Elite Financial Advisor Podcast With Sten Morgan197 How Thinking Drives Decisions and SuccessIn this episode, host Sten Morgan and guest Steve Sanduski explore the pivotal role of mindset in a financial advisor’s career. They discuss overcoming fear, the importance of feedback, and the value of curiosity and specialization. Steve shares insights on building a unique, authentic practice rather than copying others, and highlights the need for self-awareness and continuous growth. The conversation offers practical advice for advisors at all stages, from new entrants to those planning their legacy, emphasizing that success comes from embracing feedback, learning from others, and developing one’s own strengths.Key TakeawaysThe...
2025-09-0538 minThe Elite Financial Advisor Podcast With Sten Morgan196 The Power of Execution and Leadership for AdvisorsIn this episode, Sten Morgan discusses the critical themes of execution and leadership for financial advisors. He emphasizes the importance of building a strong team, transitioning from being an advisor to a business owner, and developing essential leadership skills. Sten shares personal experiences and insights on effective communication, accountability, and the significance of data-driven decision-making. He also highlights common pitfalls in leadership and provides self-assessment questions for listeners to evaluate their leadership capabilities.TakeawaysExecution and leadership are crucial for financial advisors.Building a team is essential for reaching your...
2025-08-2930 min
Always On with Duncan MacPhersonThe Mentor-Protégé Dynamic: Building the Advisor of the Future with Sten MorganIn this episode of Always On, Duncan MacPherson sits down with financial advisor and entrepreneur Sten Morgan, author of The Seven Mindsets of Success. Together they explore the shifting demographics of the industry, the power of the mentor–protégé dynamic, and how younger advisors can break free from outdated models. Sten shares candid lessons from his own journey, including the importance of charging for ideas, becoming a better communicator, and creating client experiences that inspire long-term advocacy.
Whether you’re early in your career or an established advisor seeking to reinvent your practice, this conversation offers a road...
2025-08-281h 04
Always On with Duncan MacPhersonThe Mentor-Protégé Dynamic: Building the Advisor of the Future with Sten MorganIn this episode of Always On, Duncan MacPherson sits down with financial advisor and entrepreneur Sten Morgan, author of The Seven Mindsets of Success. Together they explore the shifting demographics of the industry, the power of the mentor–protégé dynamic, and how younger advisors can break free from outdated models. Sten shares candid lessons from his own journey, including the importance of charging for ideas, becoming a better communicator, and creating client experiences that inspire long-term advocacy.
Whether you’re early in your career or an established financial advisor seeking to reinvent your practice, this conversation offers...
2025-08-281h 04Always On with Duncan MacPhersonThe Mentor-Protégé Dynamic: Building the Advisor of the Future with Sten MorganIn this episode of Always On, Duncan MacPherson sits down with financial advisor and entrepreneur Sten Morgan, author of The Seven Mindsets of Success. Together they explore the shifting demographics of the industry, the power of the mentor–protégé dynamic, and how younger advisors can break free from outdated models. Sten shares candid lessons from his own journey, including the importance of charging for ideas, becoming a better communicator, and creating client experiences that inspire long-term advocacy.
Whether you’re early in your career or an established financial advisor seeking to reinvent your practice, this conversation offers...
2025-08-281h 04The Elite Financial Advisor Podcast With Sten Morgan194 Navigating Life's Curveballs as EntrepreneursIn this conversation, David Adams and Sten Morgan discuss the challenges entrepreneurs face when personal crises intersect with business responsibilities. They explore the importance of vulnerability in leadership, the shifting perspectives on growth, and the necessity of building a supportive community. The dialogue emphasizes the value of emotional resilience, effective team dynamics, and strategic hiring as essential components for navigating life's curveballs while maintaining a healthy business. Ultimately, they advocate for connection and authenticity as keys to successful leadership.TakeawaysLife will throw curveballs at us, and it's important to acknowledge that.Vulnerability in leadership can...
2025-08-1525 minThe Elite Financial Advisor Podcast 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 minThe Elite Financial Advisor Podcast 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 minThe Elite Financial Advisor Podcast 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 minThe Elite Financial Advisor Podcast 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 minThe Elite Financial Advisor Podcast 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 minThe Elite Financial Advisor Podcast 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 minThe Elite Financial Advisor Podcast 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 minThe Elite Financial Advisor Podcast 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 minThe Elite Financial Advisor Podcast 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 minThe Elite Financial Advisor Podcast 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 minThe Elite Financial Advisor Podcast 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 minThe Elite Financial Advisor Podcast 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 minThe Elite Financial Advisor Podcast 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 minThe Elite Financial Advisor Podcast 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 minThe Elite Financial Advisor Podcast 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 minThe Elite Financial Advisor Podcast 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 minThe Elite Financial Advisor Podcast 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 minThe Elite Financial Advisor Podcast 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 minThe Elite Financial Advisor Podcast 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 minThe Elite Financial Advisor Podcast 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 minThe Elite Financial Advisor Podcast 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 minThe Elite Financial Advisor Podcast 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 minThe Elite Financial Advisor Podcast 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 minThe Elite Financial Advisor Podcast 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 minThe Elite Financial Advisor Podcast 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 minThe Elite Financial Advisor Podcast 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 minThe Elite Financial Advisor Podcast 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 minThe Elite Financial Advisor Podcast 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 minThe Elite Financial Advisor Podcast 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 minThe Elite Financial Advisor Podcast 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 minThe Elite Financial Advisor Podcast 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 minThe Elite Financial Advisor Podcast 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 minThe Elite Financial Advisor Podcast 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 minThe Elite Financial Advisor Podcast 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 minThe Elite Financial Advisor Podcast 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 minThe Elite Financial Advisor Podcast 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 minThe Elite Financial Advisor Podcast 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 minThe Elite Financial Advisor Podcast 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 minThe Elite Financial Advisor Podcast 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 minThe Elite Financial Advisor Podcast 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 minThe Elite Financial Advisor Podcast 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 minThe Elite Financial Advisor Podcast 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 minThe Elite Financial Advisor Podcast 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 minThe Elite Financial Advisor Podcast 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 minThe Elite Financial Advisor Podcast 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 minThe Elite Financial Advisor Podcast 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 minThe Elite Financial Advisor Podcast 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 minThe Elite Financial Advisor Podcast 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 minThe Elite Financial Advisor Podcast 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 minThe Elite Financial Advisor Podcast 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 minThe Elite Financial Advisor Podcast 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 minThe Elite Financial Advisor Podcast 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 minThe Elite Financial Advisor Podcast 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 minThe Elite Financial Advisor Podcast 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 minThe Elite Financial Advisor Podcast 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 minThe Elite Financial Advisor Podcast 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 minThe Elite Financial Advisor Podcast 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 minThe Elite Financial Advisor Podcast 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 minThe Elite Financial Advisor Podcast 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 minThe Elite Financial Advisor Podcast 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 minThe Elite Financial Advisor Podcast 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 minThe Elite Financial Advisor Podcast 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 minThe Elite Financial Advisor Podcast 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 minThe Elite Financial Advisor Podcast 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 minThe Elite Financial Advisor Podcast 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 minThe Elite Financial Advisor Podcast 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 minThe Elite Financial Advisor Podcast 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 minThe Elite Financial Advisor Podcast 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 minThe Elite Financial Advisor Podcast 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 minThe Elite Financial Advisor Podcast 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 minThe Elite Financial Advisor Podcast 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 minThe Elite Financial Advisor Podcast 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 minThe Elite Financial Advisor Podcast 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 minThe Elite Financial Advisor Podcast 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 minThe Elite Financial Advisor Podcast 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 minThe Elite Financial Advisor Podcast 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 minThe Elite Financial Advisor Podcast 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 minThe Elite Financial Advisor Podcast 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 minThe Elite Financial Advisor Podcast 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 minThe Elite Financial Advisor Podcast 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 minThe Elite Financial Advisor Podcast 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 minThe Elite Financial Advisor Podcast 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 minThe Elite Financial Advisor Podcast 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 minThe Elite Financial Advisor Podcast 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 minThe Elite Financial Advisor Podcast 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 minThe Elite Financial Advisor Podcast 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 minThe Elite Financial Advisor Podcast 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 minThe Elite Financial Advisor Podcast 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