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Becoming an Elite Financial Advisor with Sten Morgan

A show for financial professionals who want to be challenged to go to achieve success and reach their true potential, faster. Where you gain proven and practical knowledge that you can implement on Monday morning when you get to the office. Featuring Sten Morgan, one of the nation’s leading young Financial Advisors.

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Latest Episode

Episode 47 – Don’t Waste Your Time at Events

Having just had 20+ advisors from across the country attend our live event, we want to share some lessons we were reminded of about how close you are to charging for advice. We also want to encourage you to think through your expectations for events before you spend...

Episode 45 – How to add advisors to your team

In this episode, Sten breaks down the options for you to add another advisor to your team. Why wouldn’t adding a new advisor be a good thing? Well, it turns out that more is not always better. How do you handle splitting work? What happens when something...

Episode 44 – Michael Kitces – Get better clients

Michael Kitces is a legend in the financial advisor space. He’s created countless resources for advisors, and his podcast is the most popular show in the industry. We’re grateful to have him on Becoming an Elite Financial Advisor with Sten Morgan. On...

Episode 42 – How do you measure your year?

You can find the scorecard resource that Sten mentioned at StenMorgan.com/Scorecard. Measuring progress over the past year involves looking at various categories, including finances, health, social life, career, spiritual, leisure, personal growth, family, and...

Episode 41 – What’s the Ideal Planning Team?

  If you want a successful planning business, you must have these five spots filled. Lead advisor Secondary advisor Admin/customer support Director of Planning Director of operations After you build out those positions, you can add more. How do these positions...

Episode 40 – How Appreciation Fuels Staff Performance

  You will never become the Elite Advisor that you can become without a team. In past episodes, we discussed identifying your superpowers (20, 25, and 26) so that you can build a team around them, but once you have a team, you need to care for and develop them....

Episode 37 – Confidence Part 2 – Busters and Builders

What’s the recipe for more confidence? In this episode, we give specific examples of things you can do to grow your confidence and things you have to avoid if you want to protect your confidence. If you want to grow in your confidence in charging for your...

Episode 35 – The Elite Path to Health

Episode 35 – The Elite Path to Health

Don’t miss your chance to register for our January event, How To Charge LIVE. StenMorgan.com/HowToLIVE 80% of 2022 is over, so it makes sense that we would look forward to things we want to be different in 2023. One area we have a tremendous amount of control...

Episode 33 – Why are his planning prospects saying No?

Episode 33 – Why are his planning prospects saying No?

In this special episode, Sten and Andy share a conversation they had with one of the members of the Elite Advisor Network about his struggles getting clients to accept planning proposals. This member has been doing paid planning, and his team is growing as a result....

Episode 27 – First Meetings – Average vs. Elite

Episode 27 – First Meetings – Average vs. Elite

Every week we talk to advisors like you that want to improve their meetings with clients. Meetings are where you build the relationship with your client, where you show them what you know, where you learn what they need, and where you work together to achieve their...

Episode 26 – Advisor Superpowers, Part 2

Episode 26 – Advisor Superpowers, Part 2

In part one of How to Use your Advisor Superpower, we identified what advisor superpowers are and why they’re so important if you want to become an elite advisor. In this episode, you’ll learn how to develop your superpower and why WHO you hire is the key to...

Episode 25 – Advisor Superpowers, Part 1

Episode 25 – Advisor Superpowers, Part 1

If you’re like most people, you appreciate a good superhero movie. They’re inspiring because they usually show someone that looks and talks like us but also has something more. They have a superpower. They’re relatable, but they’re also unique. As an advisor, you,...