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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

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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42:50

160 From Struggling Startup to National Powerhouse w/...

The Elite Financial Advisor Podcast With Sten Morgan ·

2024/12/20

A practical story of an advisor taking small, strategic steps to achieve substantial success. From 9 advisors to 360, Paul Blanco took small steps to create massive results.

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35:37

159 HR Huntsman: Finding meaning and success after...

The Elite Financial Advisor Podcast With Sten Morgan ·

2024/12/13

This week’s guest is HR Huntsman and his story of overcoming trauma and loss through mentorship is one you can apply to your personal and professional career.

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29:22

158 The EAN system: How to build a thriving financial...

The Elite Financial Advisor Podcast With Sten Morgan ·

2024/12/06

If you only listen to one episode of our show, this is the one to listen to. We cover the foundational steps that make up a successful financial planning business. If you want to grow your financial planning business then this simplified approach will help you achieve that. Visit http://www.HowToChargeLive.com to come to the only in-person event you need to grow your planning business.

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4:40

How To Charge workshop special for January 2025

The Elite Financial Advisor Podcast With Sten Morgan ·

2024/12/04

http://www.HowToChargeLive.com Visit that page and set a time with us so you can get the best deal we've ever offered on our live event. http://www.HowToChargeLive.com

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31:55

157 From baseball cards to successful advisor: David...

The Elite Financial Advisor Podcast With Sten Morgan ·

2024/11/29

We have 15 spots left for our next How To Charge LIVE workshop. Get your seat at http://www.HowToChargeLive.com. David Adam’s story is a testament to the power of perseverance and the entrepreneurial spirit. The drive for autonomy and financial freedom are what fueled his career. Learn from his path so you can make your own path better.

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32:16

156 Improving youth mental health w/ Dr. Andrea Mata

The Elite Financial Advisor Podcast With Sten Morgan ·

2024/11/22

We care about you as a whole person, which is why today we’re featuring Dr. Andrea Mata, a youth mental health specialist. She’s a great resource for you as a parent and one you can share with your clients if you think they could benefit from her expertise. Alarming Statistics: Did you know 18% of youth have contemplated suicide in the past year? Andrea sheds light on these shocking numbers and what they mean for our society.Parental Blind Spots: Discover the common blind spots parents have,

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20:14

155 Three ways to make your meetings better tomorrow

The Elite Financial Advisor Podcast With Sten Morgan ·

2024/11/15

This episode is packed with practical tips and real-life examples that can help you transform your meetings from mundane to memorable. Whether you’re a seasoned advisor or just starting out, there’s something here for everyone. Plus, Andy and I share some personal stories and experiences that I think you’ll enjoy.

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27:32

154 Justin Goodbread: Business growth & valuation hacks

The Elite Financial Advisor Podcast With Sten Morgan ·

2024/11/08

In the podcast, I talk with Justin Goodbread who shares his four-point framework for maximizing the value of financial advisory firms. Key points include consistently knowing your company's value, understanding the potential worth of a best-in-class business, focusing on increasing value rather than just profitability, and having a strategic plan with actionable items. His application of these principles led to seven- and even eight-figure exits for his businesses. Join us in Nashville for our

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30:49

153 Honest lessons from an industry veteran (Paul...

The Elite Financial Advisor Podcast With Sten Morgan ·

2024/11/01

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?

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28:54

152 How is MassMutual approaching financial planning?...

The Elite Financial Advisor Podcast With Sten Morgan ·

2024/10/25

Discover how MassMutual has transformed its approach to financial planning, making it a core part of the advisor-client relationship. You’ll hear about the shift from traditional methods to a more dynamic, fee-based model. Enjoy this peak behind the scenes of a major company in our industry. Thank you to our guest Brian Mawhinney, VP- Head of Financial Planning & Practice Management at MassMutual.

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21:31

151 The Future Belongs To Map Makers

The Elite Financial Advisor Podcast With Sten Morgan ·

2024/10/18

Today we dive into the metaphor of map-making and its profound relevance to the financial advisory industry. Advisors, much like historical explorers, can guide their clients through the uncharted territories of financial planning. Here are the key takeaways:1. Embracing Uncertainty: Navigating Without a MapWhen was the last time you tried to find your way without a map? We discuss why the map maker has all the power. 2. The Role of Financial Advisors as MapmakersEffective advisors are like

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34:54

150 Niche Series: How to use college planning to gain...

The Elite Financial Advisor Podcast With Sten Morgan ·

2024/10/11

This episode is a goldmine of practical advice and strategies that can help you enhance your practice through college planning. We had the pleasure of chatting with Joel Wymer, a seasoned financial advisor from Kent, Ohio, who brought a wealth of knowledge on the ever-important topic of college planning. Whether you're a seasoned advisor or just starting out, this episode is packed with insights that can help you connect with clients and grow your practice.Here are the key takeaways you

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27:09

149 Wes Young: Wholesalers; Secret weapon or a waste...

The Elite Financial Advisor Podcast With Sten Morgan ·

2024/10/04

Wholesalers can be a waste of time or they can help you grow your business, but how do you develop meaningful relationships with them while not wasting time in meandering meetings? Wes Young, a long-time member of our Elite Advisor Network coaching community, shares his wisdom after 20+ years in the business on how to maximize those relationships to help the wholesaler and you. Learn more about Wes at WesYoungLive.comSign up for our next Whiteboard University training at WhiteboardU.com

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25:58

148 Niche Series: Young Families w/ Mark Hansen

The Elite Financial Advisor Podcast With Sten Morgan ·

2024/10/02

In this episode of our “Niche Series,” Andy talks with advisor Mark Hansen to discuss the niche of financial advising for younger clients, particularly those in their 30s. Younger clients, especially those in their 30s, are at a pivotal point in their financial journeys. They’re experiencing life changes like starting families and increasing incomes, making financial guidance crucial.Andy and Mark explore the challenges and opportunities of targeting this demographic, emphasizing the importance of

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31:21

147 Better Tech & a Better Team w/ Brittany Anderson

The Elite Financial Advisor Podcast With Sten Morgan ·

2024/09/27

I’m excited to share some insights from my latest podcast episode with Brittany Anderson of Sweet Financial. This episode is packed with valuable lessons and practical strategies that you won’t want to miss. Brittany’s Unconventional Journey:From jewelry sales to finance, Brittany’s path is anything but typical.Discover how an entrepreneurial culture helped her thrive and rise to the top.Embracing the Entrepreneurial Spirit:Learn why fostering creativity and innovation within your firm can drive

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24:55

146 How To Finally Transform Your Financial Advisory...

The Elite Financial Advisor Podcast With Sten Morgan ·

2024/09/20

In this episode, we discuss the details of our in-person training event, How To Charge LIVE, coming up on October 28th & 29th. The Magic of In-Person TrainingVirtual training has its perks, but nothing beats the depth and focus of in-person events. Stepping away from daily distractions and spending dedicated time to focus can lead to profound growth and transformation.Understanding Your ValueWe’re sharing personal journeys on overcoming mental roadblocks about pricing and value. It’s all about

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33:05

145 Navigating the Leadership Labyrinth (Part 2)

The Elite Financial Advisor Podcast With Sten Morgan ·

2024/09/13

In today’s episode, Andy and I continue our conversation about effectiveness as a leader. We’re diving into the importance of self-awareness, adaptability, and intentionality. We discuss common leadership mistakes, such as defaulting to personal preferences and failing to recognize diverse team motivations. We also highlight the need for mentorship and constructive conflict resolution, and we talk about the balance between caring for team members and maintaining high standards.Through our own

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25:15

144 How do you really know if you’re a good leader?...

The Elite Financial Advisor Podcast With Sten Morgan ·

2024/09/06

In this podcast episode, we dive into the intricacies of effective leadership. Key Takeaways:Leadership Effectiveness:Results Matter: Good leadership is about achieving results while ensuring team members find fulfillment in their roles.Measuring Leadership:Beyond Profitability: Great leaders maximize their team's potential, not just the bottom line.Feedback Mechanisms: Input from team members is invaluable but should be balanced with actual results.Team Dynamics:Right People, Right Fit:

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24:03

143 Niche Series: Working with Federal Employees

The Elite Financial Advisor Podcast With Sten Morgan ·

2024/09/04

In the first episode of our Niche series, Andy Traub talks with Veronica Redfield, a financial advisor who has found success working with federal employees. She shares her journey into this niche market, highlighting the unique challenges and opportunities it presents.Veronica talks about the complexity of federal benefits and the importance of educating employees about their financial options. She emphasizes the value of building trust and relationships within this community, noting that referrals

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222 results

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