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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

37:43

142 Sold it and bought it back because of culture?...

The Elite Financial Advisor Podcast With Sten Morgan ·

2024/08/30

Get 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

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20:01

141 Book Review: Necessary Endings - Letting go to...

The Elite Financial Advisor Podcast With Sten Morgan ·

2024/08/23

Get 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

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27:47

140 Divorce Financial Planning Expert Nancy Hetrick

The Elite Financial Advisor Podcast With Sten Morgan ·

2024/08/16

In this episode, I sit down with Nancy Hetrick, who is the founder and CEO of Smarter Divorce Solutions LLC, the Divorce Financial Planner Training Center as well as a Financial Planner with Strategic Portfolio Solutions.She has over 25 years of experience in both investment management and financial planning and has specialized in divorce since 2011.As a Certified Divorce Financial Analyst and forensic specialist, she assists divorcing clients by providing the financial expertise necessary to ensure

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18:10

139 Leadership Mistakes: Messing Up Growth By Being...

The Elite Financial Advisor Podcast With Sten Morgan ·

2024/08/09

In 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

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45:06

138 Advisor Stories: New life for a veteran advisor

The Elite Financial Advisor Podcast With Sten Morgan ·

2024/08/07

In 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,

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31:34

137 Hurley Fox: Outsourced CFO - Financial literacy...

The Elite Financial Advisor Podcast With Sten Morgan ·

2024/08/02

In 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

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25:54

136 Storytelling and Body Language for Advisors

The Elite Financial Advisor Podcast With Sten Morgan ·

2024/07/26

In 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

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25:00

135 Leadership Mistakes: Difficult Conversations

The Elite Financial Advisor Podcast With Sten Morgan ·

2024/07/19

In this episode, we kick off a new series focused on Leadership Mistakes and sharing some of the lessons I’ve learned. Today we dive into the necessity of managing difficult conversations. Here are some key takeaways:Curiosity Over Judgment: We emphasize the power of curiosity. Asking open-ended questions can transform a tough conversation into a productive dialogue. It’s all about understanding the other person’s perspective.Data-Driven Discussions: In business-related talks, grounding your

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19:53

134 Please, tell me the truth (Thanks For The Feedback)

The Elite Financial Advisor Podcast With Sten Morgan ·

2024/07/12

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

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33:18

133 The Threat and Potential of AI In Our Industry

The Elite Financial Advisor Podcast With Sten Morgan ·

2024/07/05

In 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

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28:00

132 Advisor Stories: Putting together vacuums and the...

The Elite Financial Advisor Podcast With Sten Morgan ·

2024/07/03

In 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

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14:55

131 Book Review: War of Art - Understand and overcome...

The Elite Financial Advisor Podcast With Sten Morgan ·

2024/06/28

In 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

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31:13

130 The Formula For Growth

The Elite Financial Advisor Podcast With Sten Morgan ·

2024/06/21

Peer 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

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19:20

129 Getting More Business Through Whiteboarding...

The Elite Financial Advisor Podcast With Sten Morgan ·

2024/06/14

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

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30:48

128 Live Longer or Die Earlier…your call

The Elite Financial Advisor Podcast With Sten Morgan ·

2024/06/07

In 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

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25:45

127 Ways To Make Teaming Worth It w/ Jon Bass

The Elite Financial Advisor Podcast With Sten Morgan ·

2024/06/05

In this episode, Andy interviews Jon Bass, a seasoned financial advisor with 14 years of experience.They dive into the significance of joint work in the financial industry, with Jon attributing much of his success to collaborative efforts, especially when overcoming the credibility gap due to his youth early in his career.Jon emphasizes the evolution of his business towards fee-based planning and offers practical advice for selling planning services. He also shares his passion for risk and tax

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19:46

126 The Best Book For Financial Planners Isn’t About...

The Elite Financial Advisor Podcast With Sten Morgan ·

2024/05/31

In 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

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14:21

125 The Elite Assumption: Getting more and better...

The Elite Financial Advisor Podcast With Sten Morgan ·

2024/05/24

In today’s episode, we discuss the Elite Assumption mindset.Embrace the Elite AssumptionWe dove deep into the power of the 'Elite Assumption.' It's a game-changer. We're talking about shifting gears from the passive "someone might need us" to the proactive "everyone needs something from us." This mindset is the cornerstone of not just meeting, but exceeding client expectations.Confidence is KeyWe also unpacked the essence of confidence in our line of work. It's

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23:47

124 Advisor Stories: Selling insurance makes selling...

The Elite Financial Advisor Podcast With Sten Morgan ·

2024/05/22

In this episode, Andy connects with Nelson Wood, an advisor with a family history in the industry dating back to 1888. Nelson shares his journey from working in sales at Dewalt Industrial Power Tools to joining his family's business in insurance and financial planning. They discuss the importance of not giving away planning services for free and how insurance can lead to more comprehensive planning conversations. Nelson, based in Dallas, Texas, has expanded his practice to include a team that

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23:39

123 The 8 Forms of Prospecting

The Elite Financial Advisor Podcast With Sten Morgan ·

2024/05/17

Sten 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

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222 results

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