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

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...

125 The Elite Assumption: Getting more and better clients

In today’s episode, we discuss the Elite Assumption mindset. Embrace the Elite Assumption We dove deep into the power of the ‘Elite Assumption.’ It’s a game-changer. We’re talking about shifting gears from the passive “someone might need...

123 The 8 Forms of Prospecting

Sten and Andy explore the prospecting spectrum and strategies for attracting clients.  They examine the typical experience advisors face when seeking new clients and the common pitfalls of the “activity at all costs” mindset. If you’ve ever felt like...

122 Long-Term Greed vs. Short-Term Gain with Eric Kapitulik

Sten sits down with Eric Kapitulik,  a former Marine Corps officer and co-founder of The Program. Listen to this episode to absorb the wealth of knowledge Eric shared. It’s not just a conversation; it’s a roadmap to becoming a better leader, teammate, and...

120 Sten Q&A: Hiring, best books & abdication vs delegation

In this episode, Sten answers your questions from the financial advisor community. He outlines the growth stages of an advisory practice, detailing his own experience from solo advisor to a larger team, emphasizing delegation and hiring strategies. Sten discusses...

119 Tax Strategies: What every business owner wants to know

Sten sits down with Mike Jesowshek, a CPA and entrepreneur, to discuss the gap between knowing tax strategies and implementing them. Mike’s journey is nothing short of inspiring. From starting his first business at 14 to pioneering a digital accounting firm,...

117 Secrets to Crafting Compelling Financial Proposals

In this episode, Sten and Andy explore the importance of creating a great planning proposal. It serves a critical role in setting and managing expectations in business by what you put into your financial planning proposal. They discuss: Setting Expectations: The Heart...

116 What did you expect? Why expectations are important

Sten and Andy dive into the critical role of setting and managing expectations in business, particularly in client relationships. They discuss the consequences of unmet expectations, such as negative client feedback and job dissatisfaction, and the common issue of...

115 Advisor Stories: Lifestyle practice with Chloe Moore

Host Andy Traub talks with financial advisor and founder of Financial Staples, Chloe Moore. She shares her insights on connecting with clients, particularly those from minority groups, and her expertise in equity compensation. She discusses her approach to asking...

113. Referrals: Practical strategies with Bill Cates

Referral expert Bill Cates discusses strategies for financial advisors to obtain referrals and manage client relationships effectively. They emphasize the importance of: Setting clear expectations Being responsive to client communications Understanding the lifetime...

110. Sten Q&A

Get six free training videos and a dozen free planning resources at GoBeElite.com. In this episode, Sten tackles questions from listeners, offering advice on various aspects of financial advising. He discusses the importance of clear communication, especially when...

105. Does EOS work for financial advisors?

Save $300 on the upcoming How To Charge LIVE training by using coupon code podcast at checkout. http://www.HowToChargeLive.com Click here to meet with Andy if you have any questions about the How To Charge LIVE event in April – https://eadvisornetwork.com/htcAndy In...