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PODCAST

The Elite Financial Advisor Podcast With Sten Morgan

A show for financial professionals who want to be challenged to achieve their true potential faster. You will gain practical knowledge that you can implement on Monday morning when you get into the office. You'll learn the true value of your advice and, if you want to, how to charge for that advice. Featuring Sten J. Morgan, CFP®, ChFC®, one of the nation's leading young Financial Advisors.

business entrepreneurship

All Episodes

102:04

200th Episode! Real Stories of Overcoming Resistance...

The Elite Financial Advisor Podcast With Sten Morgan ·

2025/09/26

We’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

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26:20

199 Communication as a Superpower for Advisors with...

The Elite Financial Advisor Podcast With Sten Morgan ·

2025/09/19

In this conversation, Matt Mosich shares his journey from being a successful financial advisor to becoming a communication expert. He emphasizes the critical role of communication in building relationships and achieving success in the financial advising industry. The discussion covers the importance of self-awareness, reflection, and practical strategies for improving communication skills. Both speakers highlight how effective communication can transform client relationships and enhance career

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29:25

198 Systems Are More Exciting (and Important) Than...

The Elite Financial Advisor Podcast With Sten Morgan ·

2025/09/12

In this conversation, Gary McClure and EAN discuss the importance of systems in business, particularly for financial advisors. They explore how frameworks can simplify complex situations, provide structure and flexibility, and ultimately lead to better outcomes. The discussion emphasizes the need for clarity in consulting, the role of leaders in creating effective systems, and the potential of AI to enhance frameworks. The conversation concludes with practical advice on identifying areas for

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38:27

197 How Thinking Drives Decisions and Success

The Elite Financial Advisor Podcast With Sten Morgan ·

2025/09/05

In 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

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30:54

196 The Power of Execution and Leadership for Advisors

The Elite Financial Advisor Podcast With Sten Morgan ·

2025/08/29

In 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

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29:05

195 Is your current path costing you more than it's...

The Elite Financial Advisor Podcast With Sten Morgan ·

2025/08/22

In this conversation, Duncan McPherson shares his extensive experience in the financial advisory field, discussing the importance of patience, the evolution of coaching systems, and the life cycles of advisors. He emphasizes the significance of balancing ambition with personal life goals, the impact of time management, and the necessity of adapting to new technologies like AI. Throughout the discussion, Duncan provides insights into leadership qualities and the importance of a supportive environment

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25:56

194 Navigating Life's Curveballs as Entrepreneurs

The Elite Financial Advisor Podcast With Sten Morgan ·

2025/08/15

In 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

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32:37

193 Better health makes you a better advisor

The Elite Financial Advisor Podcast With Sten Morgan ·

2025/08/08

In this conversation, Dr. Jay Cleveland discusses the importance of a holistic and proactive approach to health, emphasizing the need for individuals to take charge of their well-being. He highlights the significance of sleep, diet, and exercise as foundational pillars of health, advocating for preventative measures rather than reactive treatments. The discussion also touches on the evolving landscape of healthcare, where early detection and personalized care are becoming increasingly vital.Key

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29:57

192 Lessons on the Way to Becoming a Top Female Advisor

The Elite Financial Advisor Podcast With Sten Morgan ·

2025/08/01

In this conversation, Julia Carlson shares her journey in the financial advisory industry, detailing her transition from an advisor to a business owner. She discusses the importance of building a sustainable business, overcoming limiting beliefs, and the significance of teamwork in achieving success. Julia emphasizes practical strategies for growth, including community engagement and niche marketing, while also reflecting on her accolades and the mindset required for continuous improvement.Key

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31:15

191 From HTCL event to 100 planning clients with Chase

The Elite Financial Advisor Podcast With Sten Morgan ·

2025/07/25

In this conversation, Chase Patrizzi shares his journey in the financial planning industry, discussing his transition from a traditional model to a fee-based approach. He emphasizes the importance of building strong client relationships, effective communication, and setting clear expectations. Chase also addresses the mental roadblocks many advisors face when considering charging for their time and expertise. He outlines his vision for growth, the development of his team, and the strategies he

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34:23

190 What Advisors Need to Know to Work with Business...

The Elite Financial Advisor Podcast With Sten Morgan ·

2025/07/18

In 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

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18:30

189 How to Overcome The Revenue/Prospecting...

The Elite Financial Advisor Podcast With Sten Morgan ·

2025/07/11

In 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

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20:24

188 How Top Advisors Become Top Advisors. Learn The...

The Elite Financial Advisor Podcast With Sten Morgan ·

2025/07/04

In this episode, the RESIST framework is introduced, focusing on the common points of resistance faced by advisors in their practices.The framework consists of six key areas:Revenue/ProspectingExecution/LeadershipSystems/OperationsIdeas/StrategySpeaking/CommunicationThinking/MindsetEach area is explored in depth, providing insights and practical steps for advisors to overcome their challenges and improve their practices. The importance of focusing on one area at a time for substantial growth is

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28:53

187 The Power of Swing Thoughts with Professional...

The Elite Financial Advisor Podcast With Sten Morgan ·

2025/06/27

In this conversation, professional golfer Ben Crane shares insights into the mindset and mental training required to excel in golf and business. He discusses the importance of swing thoughts, mental rehearsals, and the need for accountability and a supportive team. Crane emphasizes that growth comes from feedback and humility, and he reflects on personal challenges and the role of trauma in shaping success. The discussion highlights the parallels between high-level sports and business, focusing on

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35:32

186 A Simple Process for Great Marketing with Taylor...

The Elite Financial Advisor Podcast With Sten Morgan ·

2025/06/20

In this conversation, Taylor Schulte shares his journey from finance to marketing within the financial advisory space. The discussion covers the necessity of creating scalable marketing systems, building effective marketing funnels, and understanding the roles of top and middle funnel strategies in attracting and engaging clients. Schulte provides practical insights for financial advisors looking to enhance their marketing efforts and grow their businesses sustainably. TakeawaysAdvisors need to have

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23:18

185 Beliefs That Stop Advisors from Charging...

The Elite Financial Advisor Podcast With Sten Morgan ·

2025/06/13

In 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

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29:15

184 Medicare Made Simple: The Growth Strategy...

The Elite Financial Advisor Podcast With Sten Morgan ·

2025/06/06

Joined by the team at Move Health, we explore tools and solutions that make healthcare planning not only easier but a growth opportunity for your practice.You’ll hear why you should be the one initiating these conversations—and how doing so can instantly set you apart, deepen client trust, and add tremendous value. In this episode, we dive into one of the most overlooked yet high-impact areas of financial planning: healthcare. Whether it’s navigating Medicare, estimating retirement healthcare costs,

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26:49

183 Do Leaders Always Need to Appear Positive with...

The Elite Financial Advisor Podcast With Sten Morgan ·

2025/05/30

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

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18:58

182 Sten's Summary of the Alex Hormozi Live Event

The Elite Financial Advisor Podcast With Sten Morgan ·

2025/05/23

In 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

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40:41

181 The path to becoming a top financial planner

The Elite Financial Advisor Podcast With Sten Morgan ·

2025/05/16

In this episode, Rick Hu shares his journey from aspiring investment banker to top-performing financial planner at Northwestern Mutual. He opens up about the early struggles, the mindset shift that led him to embrace fee-based planning, and the importance of communication and education in serving clients well. Rick breaks down how advisors can stand out in a crowded industry—by focusing on value, not just products. If you're looking to evolve your practice and lead with impact, this conversation

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221 results

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