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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 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,...

Episode 22 – Elite Admins Are Proactive

Episode 22 – Elite Admins Are Proactive

There’s a common theme among the elite advisors Sten and Andy work with. Their administrator is also elite. Their admin and other support team members have characteristics that help the company grow because they balance the skills of their advisor. In this episode,...

Episode 21 – The Self-Improvement Blind Spot

Episode 21 – The Self-Improvement Blind Spot

Since you listen to this show, we know that you’re serious about self-improvement, but there’s a good chance you’re not paying attention to an area of your life that needs attention, your mental health. In this episode, Sten shares his ongoing path to better mental...

Episode 20 – You Have A Superpower

Episode 20 – You Have A Superpower

Our culture is fascinated with the idea of superheroes. They look normal, but they can do things normal humans simply can’t do. Beyond the Marvel Universe, what if you had a superpower? And what if that superpower was the key to you becoming an elite advisor? In this...

Episode 16 – What to know before you hire a business coach

Episode 16 – What to know before you hire a business coach

If you want to get stronger, it would be a great idea to hire a personal trainer. If you need help with your mental health, then you can pay a counselor. If you want your business to grow, then you’ve probably considered hiring a business coach, but how do you make...

Episode 14 – 7 Meeting Skills of Elite Advisors

Episode 14 – 7 Meeting Skills of Elite Advisors

At the core of your business are your meetings with clients. How can you become a master of meetings? What are the meeting skills that elite advisors use to gather the right information from potential clients to uncover their needs, build trust and rapport,...

Episode 11 – Are the people you work with helping you?

Episode 11 – Are the people you work with helping you?

This episode will sound different because we recorded it at our live event in Nashville in January of 2022. The topic, though, is familiar. Sten and Andy discuss the role of community in the life of an advisor. Are the people you work with helping you succeed or...