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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

22:12

180 Advisor questions answered….planning fees,...

The Elite Financial Advisor Podcast With Sten Morgan ·

2025/05/09

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,

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25:07

179 The Three Wrong Ways To Charge For Planning

The Elite Financial Advisor Podcast With Sten Morgan ·

2025/05/02

In 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

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28:21

178 Every advisor should know how to talk about risk...

The Elite Financial Advisor Podcast With Sten Morgan ·

2025/04/25

In this episode, Hector Martinez shares why every advisor should know how to talk about risk with their clients—and how to do it well. He unpacks why risk conversations often fall flat and offers simple ways to make them clear, personal, and actionable. Along the way, Hector reflects on the power of mentorship, gratitude, and relationships in the financial industry, reminding us that how we show up for others matters just as much as the advice we give.GoBeElite.com

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29:14

177 Elite Advisors In a Down Market

The Elite Financial Advisor Podcast With Sten Morgan ·

2025/04/18

Today 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

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28:00

176 To Build a Team or To Not Build a Team?

The Elite Financial Advisor Podcast With Sten Morgan ·

2025/04/11

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

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31:22

175 Every Advisor Needs to Hear this Before Spending...

The Elite Financial Advisor Podcast With Sten Morgan ·

2025/04/04

Marketing strategies tailored for financial advisors, addressing challenges like compliance and the need for a structured marketing plan.https://www.barnummarketingagency.com/

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30:27

174. How recognizing industry trends can protect your...

The Elite Financial Advisor Podcast With Sten Morgan ·

2025/03/28

Excited 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

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24:12

173 How to think about talent acquisition as a...

The Elite Financial Advisor Podcast With Sten Morgan ·

2025/03/21

Finding the right talent is one of the biggest challenges in the financial advisory industry. In our latest podcast episode, we dive deep into the recruiting process with an expert who transitioned from financial advisor to recruiting specialist.Here’s what we cover:Challenges in talent acquisition within the financial advisory industryImportance of consistent lead generation for recruitingBuilding a strong company culture to attract talentCommon pitfalls in hiring and the need for a robust

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34:47

172 Break out of average and become Elite

The Elite Financial Advisor Podcast With Sten Morgan ·

2025/03/14

I'm thrilled to share some incredible insights from our latest guest, Erin Botsford. Her journey from a challenging upbringing to becoming a successful financial advisor and now coach will teach you about how to improve your career path.

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33:45

171 How to position Financial Planning as a service...

The Elite Financial Advisor Podcast With Sten Morgan ·

2025/03/07

Download the visual guide we discuss in this episode so you can introduce financial planning to your existing clients. Step 1: Join the free EAN Community (or log in if you already have an account)Step 2: Visit the Free Community Forum to get your free PDFJoin the Community: https://community.eadvisornetwork.com/join?invitation_token=af799727a3d8b40734f638331c43d1b33dbeb49c-fb8f31ad-41e8-413e-a3dd-225192ca2f44Access the downloadable free visual

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36:14

170 How an Efficient Advisor Gets More Referrals

The Elite Financial Advisor Podcast With Sten Morgan ·

2025/02/28

Libby Greiwe is an experienced financial advisor who shares with us the crucial role of client service and effective processes in the financial advisory business. Libby emphasizing how becoming a mother motivated her to streamline her operations and enhance client experiences. She highlights the importance of the first 90 days in client onboarding, breaking it down into three layers: practical tasks, setting expectations, and building human connections. Libby offers actionable strategies for

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29:40

169 How to Approach Succession with a Younger Advisor

The Elite Financial Advisor Podcast With Sten Morgan ·

2025/02/21

We 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

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30:37

168 The Workshop Is Why They Unlocked Planning Success

The Elite Financial Advisor Podcast With Sten Morgan ·

2025/02/14

Stop listening to success stories and become one. Tickets are on sale for our April 2025 How To Charge LIVE Workshop. http://www.HowToChargeLive.comIf you want a successful planning business then we guarantee we will help you achieve that. These advisors overcame their skepticism and feelings of imposter syndrome through our How To Charge LIVE Workshop to sell plans QUICKLY after our workshop.

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42:10

167 Surge: Create business & free time

The Elite Financial Advisor Podcast With Sten Morgan ·

2025/02/07

Download the free Surge Guide and checklist:To get your Surge Meeting Guide and Checklist:Log into or open a free account at EANcommunity.com Go to the Community Forum spaceDon’t see it at the top of the forum? Search “Surge Guide”http://www.EANcommunity.comVisit our interview with Matt Jarvis, who has taught thousands of advisors how to implement surge meetings. https://open.spotify.com/episode/2LYLsKGqAtiCjTozvMX7Yr?si=Br5QzaoTRQWV0e712NWMTQDedicating specific periods to focused tasks like client

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16:35

166 From 10% to 95% Success With Your Goals

The Elite Financial Advisor Podcast With Sten Morgan ·

2025/01/31

Achieve your planning income goals by attending How To Charge LIVE Workshop. Visit http://www.HowToChargeLive.com today to get your seat. Having a goal gives you just a 10% chance of achieving it. By setting a commitment and a deadline, your odds rise to 40%. But the real magic happens when you commit to the process through someone else that you admire; that can boost your chances to 95%.Our coaching program will help you achieve those goals. Let’s talk. Click on “Set up a call” at

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31:07

165 How To Sell Financial Planning: The Five...

The Elite Financial Advisor Podcast With Sten Morgan ·

2025/01/24

Deep knowledgeElite communicationCreated/More opportunitiesEfficient closingRefined systems

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29:58

164 Greatest Hits: How To Run An Elite Meeting

The Elite Financial Advisor Podcast With Sten Morgan ·

2025/01/17

We're replaying one of our most popular episodes on how to run an elite meeting. Don't have a predetermined outcomeBring more than a yellow-padLook for opportunities to stand upQuantify the value of your ideasAvoid overwhelmSet clear expectationsAvoid negative conversation

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20:45

163 How your bad ideas can become your best ideas...

The Elite Financial Advisor Podcast With Sten Morgan ·

2025/01/10

Download the Iterate To Elite Guide at:Get the free guide: http://eadvisornetwork.com/IterateToElite“Iterate to Elite" Framework: Discover how to transform your initial ideas into exceptional ones through a structured process of iteration. Your first idea is just the starting point and that’s when you use the Iterate To Elite guide to improve your idea. Embrace the Rough Draft: Learn why your first idea is often a 3 out of 10 and how this perspective can alleviate the pressure of

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27:38

162 Compassionate Capitalism w/ Ben Cooley

The Elite Financial Advisor Podcast With Sten Morgan ·

2025/01/03

At the age of 26, Ben Cooley booked an arena in England to raise awareness about human trafficking, drawing nearly 6,000 attendees. Today, his efforts span 12 countries, aiding over 100,000 children annually. Learn how his journey took him from singing in the Opera to entrepreneurship and leadership opportunities he’s leveraging to make the world a better place. Our April How To Charge LIVE workshop tickets are now available. Get yours today at http://www.HowToChargeLive.com

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25:03

161 How To Prepare For Plateaus On Your Climb To Success

The Elite Financial Advisor Podcast With Sten Morgan ·

2024/12/27

Ever felt like your progress has suddenly hit a wall? It’s going to happen a LOT if you keep growing. In our latest episode, we dive deep into the concept of plateaus in personal and professional growth. Just like climbers must acclimate at base camps while ascending Mount Everest, these periods of stagnation are natural and necessary for acclimatizing before the next big leap. Understanding that growth isn’t always linear can help us embrace these moments for reflection and recalibration.

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221 results

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