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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

34:28

229 Why Advisors Should Stop Competing on Investments...

The Elite Financial Advisor Podcast With Sten Morgan ·

2026/04/17

In this episode, Sten sits down with Ed Slott, CPA and CEO, to unpack why advanced retirement tax planning is one of the clearest ways for advisors to differentiate themselves, add real value, and attract bigger clients. Ed shares how he moved beyond commodity tax prep work, found his edge in IRA distribution rules, and built a career by going deep where others stayed general.Together, they discuss why investment management alone is increasingly commoditized, why confidence comes from competence,

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31:40

228 Build a Process, Not a Pipeline: How Great...

The Elite Financial Advisor Podcast With Sten Morgan ·

2026/04/10

In this episode, Justin Louis shares his journey from a career-changing outsider to a partner at a $1B+ firm — and how rejecting the traditional “salesperson” identity helped him build a more sustainable and authentic advisory career.Justin breaks down how early advisors can avoid the trap of chasing activity and instead focus on building a repeatable growth process, defining their ideal client, and creating a people-first experience that drives long-term relationships.Sten and Justin explore the

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25:03

227 The Next Level Requires a New You: Best of...

The Elite Financial Advisor Podcast With Sten Morgan ·

2026/04/03

In this special replay, we’re bringing together some of the most impactful moments from Sten Morgan’s conversations with Michael Kitces — a true “best of” around growth, leadership, and what it really takes to scale.Every advisory business eventually hits a ceiling—and it’s rarely a marketing problem, a team problem, or a strategy problem. It’s a leadership problem.In this episode, Sten and Michael unpack the hidden reality of growth: what works early on—working harder, adding clients, scaling

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35:52

226 Stop Selling Products and Get Paid for Advice by...

The Elite Financial Advisor Podcast With Sten Morgan ·

2026/03/27

In this conversation, Jeff shares his journey from considering a career in medicine to finding his passion in financial advisory. He discusses the importance of viewing oneself as a professional, the value of time and expertise, and the significance of building strong client relationships. Jeff emphasizes the need for specificity in targeting audiences and the power of effective communication in the financial advisory space. He encourages new advisors to embrace their professional identity and to

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38:24

225 Conscious Capitalism, AI, and the Advisor...

The Elite Financial Advisor Podcast With Sten Morgan ·

2026/03/20

In this conversation, Omani Carson and Sten Morgan zoom out from the usual “advisor growth” talk and into the deeper forces shaping the future: accelerating change, widening inequality, and a shift toward conscious capitalism—profit that also aligns with people, community, and the planet. Omani argues this is still an incredible time to be a financial advisor, but only for those who invest in clean data, AI-enabled systems, and premium human relationship skills. The episode closes with a personal

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32:47

224 Retention Isn’t Performance, It’s Trust: Build...

The Elite Financial Advisor Podcast With Sten Morgan ·

2026/03/13

In this podcast episode, Sten Morgan interviews Michelle Lynch, a seasoned professional at Raymond James, who shares her journey from marketing to leadership in the financial advisory space. They discuss the importance of building relationships with clients, the core skills necessary for successful advisors, and the evolving landscape of financial planning. Michelle emphasizes the need for advisors to be adaptable, leverage technology like AI, and create personal connections to foster trust and

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27:12

223 Unlocking Emotional Intelligence for Leaders with...

The Elite Financial Advisor Podcast With Sten Morgan ·

2026/03/06

In this conversation, Sten Morgan and Brad Stinson explore the significance of emotional intelligence in personal and professional development. Brad shares his journey from being an elite athlete to a leader in emotional intelligence, emphasizing the importance of understanding and regulating emotions for effective leadership. They discuss the common stigma around emotional health, the need for connection, and the transformative power of deep, meaningful conversations. Practical steps for developing

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28:14

222 Build the Foundation Before You Scale: Systems,...

The Elite Financial Advisor Podcast With Sten Morgan ·

2026/02/27

Sten sits down with April Rome to unpack the uncomfortable truth about growth in advisory firms: most advisors don’t build operations — they assume it’s handled until systems hit capacity and break. April explains the common traps (too much tech, broken processes, no SOPs, messy data) and why firms must simplify, systematize, and stress-test capacity before turning on growth. They share how Legacy intentionally slowed down to rebuild the foundation—sometimes losing people in the process—so the

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37:58

221 $20,000 for Planning: The Process That Changed...

The Elite Financial Advisor Podcast With Sten Morgan ·

2026/02/20

Mark shares how he accidentally entered the advisory industry, then quickly realized the real work isn’t portfolio construction — it’s communication, process, and helping people make decisions. He walks through a brutal season of 2025 where he lost clients month after month, hit a professional low point, and used that pressure to refine a clear, structured planning process. That clarity (plus stronger boundaries and confidence) led to a major breakthrough: business owners paying $20,000+ for

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35:10

220 Doing Legacy Better: The Conversation Advisors...

The Elite Financial Advisor Podcast With Sten Morgan ·

2026/02/13

In this episode, Sten Morgan sits down with Alex Kirby, founder of Total Family, the company behind FamilyOS, a legacy platform built for wealth advisors. Total Family helps advisors support families in defining Values, Purpose, and Roles, and preserving stories and legacy so families can pass on more than wealth across generations.https://www.totalfamily.io/They unpack why legacy work is both a massive differentiator and a low-risk conversation starter for prospects and clients—especially

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37:37

219 Be Curious, Not Salesy: How Advisors Can Turn...

The Elite Financial Advisor Podcast With Sten Morgan ·

2026/02/06

In this episode, Sten Morgan sits down with Nashville-based connector and entrepreneur Dave Castro to tackle a hard truth: financial advisors should be among the best networkers in the market… but often they’re among the worst.Dave breaks down why traditional networking (showing up, exchanging cards, and asking for referrals) fails most advisors—and how to flip the script by becoming a relationship-first giver who makes meaningful introductions, follows up consistently, and shows up with authentic

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32:37

218 The Advisor Shift Is Here: How Planning, EQ, and...

The Elite Financial Advisor Podcast With Sten Morgan ·

2026/01/30

Sten 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

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33:58

217 The Missing Fuel Behind Elite Performance with...

The Elite Financial Advisor Podcast With Sten Morgan ·

2026/01/23

In 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

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29:29

216 How to Strengthen Your Legacy with a Letter:...

The Elite Financial Advisor Podcast With Sten Morgan ·

2026/01/16

In 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

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32:51

215 From Passion to Profit: Ritik Malhotra's Journey

The Elite Financial Advisor Podcast With Sten Morgan ·

2026/01/09

In this conversation, Ritik Malhotra shares his entrepreneurial journey, discussing his early passion for technology, the challenges of starting and scaling companies, and the importance of product-market fit. He emphasizes the need for small, resilient teams during the ideation phase and the significance of clear communication and leadership styles. Malhotra also provides insights for financial advisors, highlighting the importance of understanding their unique value propositions and the role of

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39:25

214 Building Trust and Open Communication wtih...

The Elite Financial Advisor Podcast With Sten Morgan ·

2026/01/02

In 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

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22:51

213 There Is No Mission Without Margin

The Elite Financial Advisor Podcast With Sten Morgan ·

2025/12/26

In 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

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67:10

212 The Evolution of Financial Advisory Practices...

The Elite Financial Advisor Podcast With Sten Morgan ·

2025/12/19

In this conversation, the speakers delve into the intricacies of financial planning and advisory practices, discussing the evolution of their careers, the importance of communication skills, and the challenges faced by financial advisors. They explore the significance of charging for financial planning services, the role of technology in enhancing efficiency, and the dynamics of hiring and team management. The discussion emphasizes the need for personal growth, curiosity, and the pursuit of

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34:43

211 Addressing Head Trash Around Hiring with Caleb Brown

The Elite Financial Advisor Podcast With Sten Morgan ·

2025/12/12

In this conversation, Caleb Brown discusses the challenges and strategies in hiring within the financial planning industry. He shares his journey into the field, the importance of hiring the right talent, and the role of paraplanners. The discussion also covers the demand for talent, the hiring process, and the challenges that come with it. Caleb emphasizes the need for firms to be proactive in their hiring strategies to ensure growth and success.TakeawaysCaleb's journey into financial planning

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37:24

210 How Technology Will Impact The Future of...

The Elite Financial Advisor Podcast With Sten Morgan ·

2025/12/05

The conversation explores the evolving role of financial advisors, emphasizing the importance of valuing financial advice beyond mere transactions. The speakers discuss the need for a mindset shift among advisors to recognize the intrinsic value of financial planning, regardless of a client's immediate financial capacity. They advocate for a more inclusive approach to financial advice, where every individual can receive guidance, and highlight the importance of creating efficient practices that

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230 results

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