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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 7 – How to Stop Playing Office

Episode 7 – How to Stop Playing Office

In this episode, you’ll hear some insanely practical advice on how to stop playing office, feeling busy, and wasting time, and instead start being productive with your day-to-day activities as an advisor. This episode was recorded in front of a live audience at our...

Episode 6 – Five Advisor Stages – Thriving

Episode 6 – Five Advisor Stages – Thriving

In this episode, we explore the last of the five stages of the Elite Advisor Path. The Thriving stage is where you’ve created a business that runs smoothly whether you’re there or not, and you go from seeking opportunities to trying to manage the opportunities that...

Episode 5 – Five Advisor Stages – Maturing

Episode 5 – Five Advisor Stages – Maturing

In this episode, we explore the fourth of the five stages of the Elite Advisor Path. The Comfortable stage is where you’ve built great systems, a team that has fully bought into your company’s mission, and you’re able to take time away from the business without...

Episode 4 – Five Advisor Stages – Maturing

Episode 4 – Five Advisor Stages – Maturing

In this episode, we explore the third of the five stages of the Elite Advisor Path. The Maturing stage is where you’ve started to build a team but now have to be laser-focused on getting the most out of them so you can do the work that only you can do. This stage can...

Episode 3 – Five Advisor Stages – Stable

Episode 3 – Five Advisor Stages – Stable

In this episode, we explore the second of the five stages of the Elite Advisor Path. The Stable stage is where you’ve made it out of survival mode, but now you have to start building systems so you can build a stable and consistent business. Some people never leave...

Episode 2: Five Advisor Stages – Rookie

Episode 2: Five Advisor Stages – Rookie

In this episode, we start a five-episode series on the five stages of the Advisor Path. We discuss the rules for the five stages and then dive deep into the first stage, Rookie. Whether you’re still a rookie and need help getting out of the stage, know a rookie that...

Episode 1:  Sten’s Unlikely and Unfinished Path To Success

Episode 1: Sten’s Unlikely and Unfinished Path To Success

In this episode, you’ll learn about the external and internal obstacles Sten had to overcome so he could change his habits and mindset and build the life he has today. We’ll also share how we plan to help you in future episodes, including an easy-to-remember...