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, or you can get the comparison chart at

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

82- Change your business on Monday (3 HTCL Stories)

In this week’s episode we invited three advisors who had recently attended our How To Charge LIVE event into the studio. You can hear their reactions to the event and also what they’re going to do when they get home to implement what they learned. We’ve...

81- Unhealthy Decisions Advisors Make

In this week’s episode, we discuss common unhealthy phrases and beliefs that advisors often have. They emphasize the importance of overcoming these barriers to become Elite advisors. The conversation covers topics such as feeling alienated in the office, lack of...

80- How to use ChatGPT (w/ Matt Reiner)

I’m thrilled to share some exciting insights from our latest podcast episode where Matt Reiner of and I dove deep into the world of AI, specifically chat GPT, and its potential in the advisory industry. Embracing Innovation: We...

78- Brad Johnson: Ingredients of A Great Advisor

I’m thrilled to share with you some insights from my recent podcast episode with Brad Johnson, founder of Triad Partners. Brad’s journey from a small-town boy to a successful financial advisor and now coach to advisors is worth learning about....

77- 10 Reasons Clients Buy

This week we discussed the factors that influence clients’ buying decisions. To be great in sales, you need to understand every factor in a buying decision. Here are the ten areas we covered. 1. Their needs and wants 2. Emotions and desire 3. Perceived value 4....

76- How To Price Planning

There are six spots left for our September How To Charge LIVE event. If you want to stop hoping you get AUM or sell a policy to make your time and effort worthwhile and start charging for your time and ideas, then this event is for you.  We guarantee that your first...

75- One good suit: Inflection points with Matt Jarvis

There are 10 seats left to our How To Charge LIVE event in September at our offices outside of Nashville, Tennessee. If you’d like to attend you can book a call to get your questions answered or get your ticket at  I’m thrilled to...

74- Foundation: The Six Steps to Charging for Your Advice

Get your Planning Readiness Score – Attend the How To Charge LIVE event – This episode is a recording of a recent training session we hosted on the six steps to charging for your advice.  Our...

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