Have you ever been to an athletic event without a scoreboard? It’s confusing because the whole point of the game is to track the progress of each team. Knowing the score means everything. But when...

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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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Episode 24 – The Company Scorecard: How to keep score in your financial services business
Have you ever been to an athletic event without a scoreboard? It’s confusing because the whole point of the game is to track the progress of each team. Knowing the score means everything. But when it comes to financial advisors, the industry usually doesn’t teach you...
Episode 23 -EAN member interview w/ Patrick Rogers: How to make changes quickly in your business
Whether you’ve been in the business for a few years or a few decades, you’re listening to this show because you want to improve. The guest in this episode is a great example of someone who has a healthy impatience that has helped them achieve some great results in...
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
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
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 19 – Wes Young – How to attract the right clients and manage a large virtual team
In this episode, Andy interviews Elite Advisor Member, Wes Young. Wes has had a 100% virtual practice since before it was cool to have a 100% virtual practice. He’s found tremendous success as an advisor and manages a growing team of advisors, paraplanners, and...
Episode 18 – How do you keep planning clients happy year-round?
Sten and Andy have helped hundreds of advisors to start charging for their advice, but this is the number one objection we get from those who haven’t started charging. How do you keep a paid planning client happy throughout the year? In this episode, Sten will answer...
Episode 17 – How do you provide value when the market does not?
The market is down, a lot. At times like this, do you worry that clients will call you, upset with the market and your work on their behalf? Is there any way to avoid getting those calls? Is there a way to be known for more than just moving money around inside the...
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 that...
Episode 15 – Why an advisor must segment their book of business, yet most don’t
If you’re like most of the advisors we know then you have a heart of service. You want to take care of the clients who have entrusted you with their financial decisions. But how do you serve those clients well? Is there a way to segment your clients and still provide...
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 13 – Is income the best indicator of advisor success and abilities?
Businesses don’t exist unless they make a profit; that’s a fact. But what else can and should you measure the success of your business? What else matters other than income? We’ll dive deep into that question in this episode. ...
Episode 12 – How To Talk To Clients When The Markets Are Volatile
It’s May of 2022 and the markets have been volatile. You MAY have clients calling you in a panic and wanting answers on what to do or asking questions about what YOU’RE going to do for them. In this episode, Sten will tell you how to prepare clients for volatile...
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...
Episode 10 – Five ways your administrator can help you double your revenue
What if the best way to double the revenue of your business was something you already had, but you weren’t utilizing it to its full potential? In this episode, we’ll teach you five specific ways that your administrator can help you double your revenue and how we can...
Episode 9 – Selling a steer, buying a dumb belt, building the life you want, and asking good questions w/ Michael French CFP®
One of the reasons Hollywood makes billions of dollars a year is that they’re experts in telling stories. Stories draw us in and then keep our attention, and that’s why we’ll be interviewing members of our community and sharing their stories with you. Why did they get...
Episode 8 – Whiteboarding – The greatest strategy meeting superpower
In today’s episode, Sten shares one of several Meeting Superpowers. Whiteboarding is a term Sten uses to talk about anytime you illustrate an idea by hand in a client meeting. It’s a method of communicating and teaching that is rarely if ever taught in the financial...
Episode 7 – How to Stop Playing Office
In this episode, we tackle the topic of playing office. 1. Why goals without KPI are just wishes 2. How playing office annoys team members who work hard 3. Being reactive will always leave you behind 4. How to set boundaries on your work hours 5. Why great ideas come...
Episode 6 – Five Advisor Stages – Thriving
In this episode we discuss: The risks of the Thriving stage The characteristics of the Thriving stage How relationships are affected by the Five Advisor Stages The risk of being intoxicated with success The one roadblock to achieving Thriving...
Episode 5 – Five Advisor Stages – Maturing
In this episode we discuss: How to determine what stage you are at Identifiers of the Comfortable stage The benefits of being in the Comfortable stage How to advance out of the Comfortable stage...
Episode 4 – Five Advisor Stages – Maturing
In this episode we discuss: How advisors try to level up The shift to a business owner mindset The importance of client segmentation The benefits of a practice manager How Sten was able to leave the maturing stage How Sten utilizes his COI network Level up...
Episode 3 – Five Advisor Stages – Stable
In this episode we discuss: The Value of the 5 Stages of an Advisor Key Indicators of the Stable Stage An Elite Stable Advisor characteristics Investing in your business Why people leave at this stage How to move to the next level...
Episode 2: Five Advisor Stages – Rookie
In this episode we discuss: – The 5 Stages of an Advisor – Stage 1 – The Rookie Stage – Daily thought life of a Rookie – Rookie’s Prospecting steps – That your ideas have value – How to move out of the Rookie...
Episode 1: Sten’s Unlikely and Unfinished Path To Success
In this episode we discuss: – Who is Sten Morgan? – How Sten changed his mindset – How Sten is helping other advisors – Andy’s role in the Elite Advisor Network – Why did Andy and Sten start the Sten Morgan Podcast – What else do we...