In our latest podcast episode, Sten sits down with Jamie—a financial advisory expert with over 20 years of experience—to unpack what it really takes to build an enduring, team-driven business. They cover: Leadership and team dynamics Mindset shifts at every stage...
Becoming an Elite Financial Advisor Podcast
All Episodes
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
176 To Build a Team or To Not Build a Team?
175 Every Advisor Needs to Hear this Before Spending Any Money on Marketing
Excited to share that Episode 175 of the podcast is now live! Here’s what it’s all about: Challenges faced by financial advisors in marketing Significance of personal branding in building client trust Common marketing pitfalls and mistakes to avoid The role of...
174 How recognizing industry trends can protect your business and help you thrive
Excited to share that Episode 174 of the podcast is now live! Here’s what it’s all about: The Industry is Evolving Aging advisor population Wealth transfer to women by 2030 Shift from investment management to true financial planning Why This Matters Advisors who adapt...
173 How to think about talent acquisition as a business owner
Finding the right talent is one of the biggest challenges in the financial advisory industry. In our latest podcast episode, we dive deep into the recruiting process with an expert who transitioned from financial advisor to recruiting specialist. Here’s what we cover:...
172 Break out of average and become Elite
I’m thrilled to share some incredible insights from our latest guest, Erin Botsford. Her journey from a challenging upbringing to becoming a successful financial advisor and now coach will teach you about how to improve your career path. To Your Success, Sten J....
171 How to position Financial Planning as a service to current and future clients
Download the visual guide we discuss in this episode so you can introduce financial planning to your existing clients. Step 1: Join the free EAN Community (or log in if you already have an account) Step 2: Visit the Free Community Forum to get your free PDF Join the...
170 How an Efficient Advisor Gets More Referrals
Libby Greiwe is an experienced financial advisor who shares with us the crucial role of client service and effective processes in the financial advisory business. Libby emphasizing how becoming a mother motivated her to streamline her operations and enhance client...
169 How to Approach Succession with a Younger Advisor
We have 18 seats left for April’s How To Charge LIVE Workshop. Get your tickets at http://www.HowToChargeLive.com In this episode, host Sten sits down with Myles Laroux to talk about his journey in the financial advising industry. Without a traditional finance...
168 The Workshop Is Why They Unlocked Planning Success
Stop listening to success stories and become one. Tickets are on sale for our April 2025 How To Charge LIVE Workshop. http://www.HowToChargeLive.com If you want a successful planning business then we guarantee we will help you achieve that. These advisors overcame...
New Episodes Weekly
Live on Friday mornings