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...

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...

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...

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....

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...

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.            ...

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...

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...

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...

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...

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...

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,...

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...

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...

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,...

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...

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...

  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...

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...

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...

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...

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...

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,...

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.      ...

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...