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...

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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Latest Episode
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...
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, 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
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
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
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
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
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
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...