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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 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...

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...

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 – Comfortable

Episode 5 – Five Advisor Stages – Comfortable

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...