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...

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...

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...

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:...

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....

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...

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...

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...

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...

Download the free Surge Guide and checklist: To get your Surge Meeting Guide and Checklist: Log into or open a free account at EANcommunity.com Go to the Community Forum space Don’t see it at the top of the forum? Search “Surge Guide” http://www.EANcommunity.com Visit...

Achieve your planning income goals by attending How To Charge LIVE Workshop. Visit http://www.HowToChargeLive.com today to get your seat. Having a goal gives you just a 10% chance of achieving it. By setting a commitment and a deadline, your odds rise to 40%. But the...

Deep knowledge Elite communication Created/More opportunities Efficient closing Refined systems To Your Success, Sten J. Morgan, CFP®, ChFC® ​http://www.HowToChargeLive.com https://calendly.com/andytraub/htc-live  ...

We’re replaying one of our most popular episodes on how to run an elite meeting. Don’t have a predetermined outcome Bring more than a yellow-pad Look for opportunities to stand up Quantify the value of your ideas Avoid overwhelm Set clear expectations...

Download the Iterate To Elite Guide at: Get the free guide:  eAdvisorNetwork.com/IterateToElite “Iterate to Elite” Framework: Discover how to transform your initial ideas into exceptional ones through a structured process of iteration. Your first idea is just...

At the age of 26, Ben Cooley booked an arena in England to raise awareness about human trafficking, drawing nearly 6,000 attendees. Today, his efforts span 12 countries, aiding over 100,000 children annually. Learn how his journey took him from singing in the Opera to...

Ever felt like your progress has suddenly hit a wall? It’s going to happen a LOT if you keep growing. In our latest episode, we dive deep into the concept of plateaus in personal and professional growth. Just like climbers must acclimate at base camps while ascending...

A practical story of an advisor taking small, strategic steps to achieve substantial success. From 9 advisors to 360, Paul Blanco took small steps to create massive results. To Your Success, Sten J. Morgan, CFP®, ChFC® ​http://www.HowToChargeLive.com...

This week’s guest is HR Huntsman and his story of overcoming trauma and loss through mentorship is one you can apply to your personal and professional career. To Your Success, Sten J. Morgan, CFP®, ChFC® ​http://www.HowToChargeLive.com...

If you only listen to one episode of our show, this is the one to listen to. We cover the foundational steps that make up a successful financial planning business. If you want to grow your financial planning business then this simplified approach will help you achieve...

We have 15 spots left for our next How To Charge LIVE workshop. Get your seat at http://www.HowToChargeLive.com. David Adam’s story is a testament to the power of perseverance and the entrepreneurial spirit. The drive for autonomy and financial freedom are what fueled...

We care about you as a whole person, which is why today we’re featuring Dr. Andrea Mata, a youth mental health specialist. She’s a great resource for you as a parent and one you can share with your clients if you think they could benefit from her expertise. Alarming...

This episode is packed with practical tips and real-life examples that can help you transform your meetings from mundane to memorable. Whether you’re a seasoned advisor or just starting out, there’s something here for everyone. Plus, Andy and I share some personal...

In the podcast, I talk with Justin Goodbread who shares his four-point framework for maximizing the value of financial advisory firms. Key points include consistently knowing your company’s value, understanding the potential worth of a best-in-class business,...

A fascinating behind the scenes interview with an industry veteran, and Sten’s personal friend, Paul LaPiana of MassMutual. What’s the best path to take in this industry? What’s the future of financial planning? Sign up for our next Whiteboard University training...

Discover how MassMutual has transformed its approach to financial planning, making it a core part of the advisor-client relationship. You’ll hear about the shift from traditional methods to a more dynamic, fee-based model. Enjoy this peak behind the scenes of a major...