Becoming an Elite Financial Advisor Podcast

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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.

Featured Episode

First Meetings:
Average vs. Elite

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 goals.

In this episode, we’ll give you a step-by-step guide on effective first meetings with your prospects. In episode #14, we discussed 7 Meeting Skills of Elite Advisors, but in this episode, we’re going to be hyper-focused on that first time you get to sit down with a prospect.

If you’ve got other advisors that you think should learn these elite advisor skills, you can send them to StenMorgan.com/27, or you can get the comparison chart at StenMorgan.com/firstmeetingchart.

If you’re ready to improve your first meetings, you’re in the right place

135 Leadership Mistakes: Difficult Conversations

In this episode, we kick off a new series focused on Leadership Mistakes and sharing some of the lessons I’ve learned. Today we dive into the necessity of managing difficult conversations. Here are some key takeaways: Curiosity Over Judgment: We emphasize the power of...

134 Please, tell me the truth (Thanks For The Feedback)

In this episode, Sten and Andy are talking about the book “Thanks for the Feedback” by Sheila Heen and Douglas Stone and sharing their key takeaways. They discuss personal experiences, highlighting their growth in handling feedback and the importance of constant...

133 The Threat and Potential of AI In Our Industry

In this episode, Sten talks with Ben Angel. They dive deep into the impact of AI (artificial intelligence) on the financial industry and the role of financial advisors in adapting to these changes. Ben, who has 20 years of experience in educating entrepreneurs,...

130 The Formula For Growth

Peer groups and accountability are the keys to surviving in this industry. Nothing ever reaches its potential alone. In this episode, Sten and financial advisor Ben Hockema discuss their career journeys, challenges, and strategies for success. Ben shares his path from...

128 Live Longer or Die Earlier…your call

In this episode, Sten has a conversation with Stevyn Guinnip, the founder of Grow Wellthy, a company that helps financial advisors invest in their health. Together, they dove into the striking parallels between managing wealth and health. Stevyn draws from personal...

127 Ways To Make Teaming Worth It w/ Jon Bass

In this episode, Andy interviews Jon Bass, a seasoned financial advisor with 14 years of experience. They dive into the significance of joint work in the financial industry, with Jon attributing much of his success to collaborative efforts, especially when overcoming...

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