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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

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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29:28

209 Serving Business Owners Before, During, and After...

The Elite Financial Advisor Podcast With Sten Morgan ·

2025/11/28

This conversation delves into the reasons behind seller hesitation in business transactions, particularly focusing on the identity crisis that sellers face post-sale. Mark Osborne emphasizes the importance of financial advisors in helping sellers navigate their options and develop a clear plan for life after selling their business, which can instill confidence and reduce the likelihood of deals falling through.TakeawaysThe biggest reason why deals don't transact is because the seller gets cold

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32:35

208 Unlocking Passion to Push You Forward with...

The Elite Financial Advisor Podcast With Sten Morgan ·

2025/11/21

In this conversation, Darryll Stinson shares his transformative journey from being a high-level athlete to a speaker and advocate for mental health and personal growth. He discusses the impact of pain and purpose on change, the importance of storytelling in personal growth, and how emotional clarity can enhance leadership. Stinson emphasizes the need for financial advisors to connect their impact with their financial success and introduces the concept of debriefing life as a key to growth and

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32:10

207 Discovering What Type of Advisor You Want To Be...

The Elite Financial Advisor Podcast With Sten Morgan ·

2025/11/14

In this conversation, Tim Smith shares his journey from being an actor to becoming a successful financial advisor. He discusses the importance of having a strategic plan, the need for effective communication skills, and the value of mentorship in navigating the financial advisory landscape. Tim emphasizes the significance of personal development and self-awareness, as well as the challenges of transitioning between firms. He also highlights the balance between insurance and investment in financial

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28:23

206 Lead Better By Understanding Yourself More with...

The Elite Financial Advisor Podcast With Sten Morgan ·

2025/11/07

In this conversation, Jeremie shares his transformative life experiences that led to a significant shift in his purpose and ambition. He discusses the importance of understanding one's needs versus wants, the concept of the Peace Index, and how personal leadership plays a crucial role in self-reflection and growth. Jeremie emphasizes the idea of leadership as being akin to a Sherpa, guiding others while ensuring one's own health and well-being. He also explores the concept of personal

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29:31

205 Understanding Qualified Small Business Stock...

The Elite Financial Advisor Podcast With Sten Morgan ·

2025/10/31

In this episode, Brady Weller discusses the importance of tax strategies, particularly focusing on Qualified Small Business Stock (QSBS) as a powerful tool for tax exemption. He emphasizes the need for financial advisors to distinguish themselves by offering creative ideas and understanding the nuances of tax planning. The conversation covers the benefits of C-Corps versus LLCs, the significance of timing in relation to QSBS, and how advisors can leverage their networks to provide value to clients

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29:47

204 Developing Confidence and Charisma to Be a Better...

The Elite Financial Advisor Podcast With Sten Morgan ·

2025/10/24

In this conversation, Don Connelly shares his extensive experience in financial advising, emphasizing the importance of storytelling, communication skills, and building authentic connections with clients. He discusses how emotional intelligence and charisma play crucial roles in establishing trust and rapport, ultimately leading to successful client relationships. Connelly provides practical advice for advisors on improving their communication skills, overcoming resistance, and investing in personal

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34:40

203 Unlocking Your Full Potential as a Leader with...

The Elite Financial Advisor Podcast With Sten Morgan ·

2025/10/17

In this conversation, Dr. Joe shares his journey from being a school teacher to becoming a coach and consultant, emphasizing the importance of relationships, lifelong learning, and understanding one's potential. He introduces the concept of Team Intelligence (TQ) and discusses the significance of self-awareness and inspiration in leadership. The dialogue explores the challenges of building healthy teams and the need for leaders to embrace growth and change.TakeawaysDr. Joe transitioned from

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30:29

202 Purpose of Work with Duane Murray

The Elite Financial Advisor Podcast With Sten Morgan ·

2025/10/10

In this engaging conversation, Duane Murray shares his journey from healthcare to church leadership and ultimately to coaching business owners. He emphasizes the importance of purpose in work, the challenges leaders face in balancing people and processes, and the resilience that comes from having a clear sense of purpose. The discussion highlights the significance of community, accountability, and the need for self-awareness in personal and professional growth.TakeawaysDuane's journey reflects a

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32:01

201 The Power of the Process with Carl Richards

The Elite Financial Advisor Podcast With Sten Morgan ·

2025/10/03

In this engaging conversation, Carl Richards shares his insights on the importance of conversations in financial planning, the journey of personal growth, and the role of resistance in achieving success. He emphasizes the need for authenticity in financial advice and offers valuable lessons for young advisors navigating the complexities of the industry. The discussion also touches on the significance of understanding and navigating systems, as well as the power of simplicity in

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221 results

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