When you use targeting strategies well, you’ll identify leads more easily and get into planning conversations more quickly. There are dozens of targeting strategies, and your COI network is...
Welcome to
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 48 – Targeting Strategies; The key to better prospecting
When you use targeting strategies well, you’ll identify leads more easily and get into planning conversations more quickly. There are dozens of targeting strategies, and your COI network is the best place to find them. In this episode we outline what a targeting...
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 46 – How to start your career to becoming an Elite Advisor
Why do 80%+ of advisors quit in the first three years? Can that number improve? Why does the industry set up advisors to fail? Can there be a better way? In this episode, Sten lays out ways that those who hire advisors can improve hiring and help their advisors stay...
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 43 – What does “You are the product” actually mean?
The idea that “you are the product” gets to the core of financial planning. It celebrates your influence as the advisor and the value YOU bring to the relationship. We encourage you to adopt this view. There are a few more days to register for our How To...
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 39 – 7 Ways To Increase Your Planning & Consulting Revenue
Progress happens when you apply proven systems and habits. That’s what today’s episode is all about. We discuss seven different ways you can increase your planning and consulting revenue. 11/22/22 – Free Training – How To Add 50K In...
Episode 38 – How Elite Advisors Develop COIs + Free Training
Free training – StenMorgan.com/50k January event – StenMorgan.com/HowToLive $400 discount coupon code if you register before Thanksgiving: freehotel We want you to be the first to know about a free training that Sten and I are offering...
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 36 – Confidence Part 1 – The secret ingredient you can grow yourself
How important is confidence if you want to be successful in this industry? Why do some people have more than others? Can you be too confident? How do you measure your confidence level? Check out our YouTube channel for the bonus video where we answer the five...
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 34 – Why smart advisors want to be wrong + HTC LIVE 2023
How do you accelerate your learning and take actions that grow your business instead of wandering from podcast to podcast or online program to online program? In this episode, Sten and I discuss the elite path of learning and why we believe it includes you attending...
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 32 – 7 Tips When Answering “What do you do?”
In this episode, Sten and Andy will give you seven practical things you can do to improve how you answer the question, “What do you do?”. You can also create several answers to use in different situations by visiting this...
Episode 31 – The State of Sten’s Company: Legacy Investment Planning
In this episode, we’ll hear from Sten about the state of Sten’s company, Legacy Investment Planning. If you’re an advisor who has a team or aspires to grow your team, this conversation will be helpful to you. ...
Episode 30 – Stop acting like you’re small: How to build a real business
As a financial advisor, you are in a unique position. You likely started in the business by working for a large company, but you felt like a sole proprietor many days. Whether you stayed with a larger company or eventually left and started your own RIA, the reality of...
Episode 29 – Why did he go independent? EAN member interview: Matt Williams
It’s common knowledge that when an advisor switches companies, their third or fourth move is where they land and ultimately stay the longest. But why do advisors leave their company? And how do you land in a place where things are better than before? In this...
Episode 28 – Does This Stuff Work? Interviews with Four Advisors
In this episode, we are celebrating the milestone of reaching our 10,000th download by hearing from advisors like you. You will hear from four podcast listeners who have been interacting with Sten and his teachings, some for just a few months and others since the...
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
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
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 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...
