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...
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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 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...
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...
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...
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...
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...
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...
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...
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...
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...
