Becoming An Elite Financial Advisor With Sten Morgan
By Sten Morgan & Andy Traub
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Category: Entrepreneurship
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Subscribers: 6
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Episodes: 181
Description
A show for financial professionals who want to be challenged to achieve their true potential faster. You will gain practical knowledge that you can implement on Monday morning when you get into the office. You'll learn the true value of your advice and, if you want to, how to charge for that advice. Featuring Sten J. Morgan, CFP®, ChFC®, one of the nation's leading young Financial Advisors.
| Episode | Date |
|---|---|
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181 The path to becoming a top financial planner
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May 16, 2025 |
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180 Advisor questions answered….planning fees, marketing, and working with doctors.
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May 09, 2025 |
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179 The Three Wrong Ways To Charge For Planning
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May 02, 2025 |
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178 Every advisor should know how to talk about risk with their clients
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Apr 25, 2025 |
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177 Elite Advisors In a Down Market
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Apr 18, 2025 |
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176 To Build a Team or To Not Build a Team?
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Apr 11, 2025 |
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175 Every Advisor Needs to Hear this Before Spending Any Money on Marketing
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Apr 04, 2025 |
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174 How recognizing industry trends can protect your business and help you thrive
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Mar 28, 2025 |
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173 How to think about talent acquisition as a business owner
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Mar 21, 2025 |
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172 Break out of average and become Elite
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Mar 14, 2025 |
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171 How to position Financial Planning as a service to current and future clients
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Mar 07, 2025 |
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170 How an Efficient Advisor Gets More Referrals
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Feb 28, 2025 |
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169 How to Approach Succession with a Younger Advisor
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Feb 21, 2025 |
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168 The Workshop Is Why They Unlocked Planning Success
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Feb 14, 2025 |
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167 Surge: Create business & free time
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Feb 07, 2025 |
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166 From 10% to 95% Success With Your Goals
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Jan 31, 2025 |
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165 How To Sell Financial Planning: The Five Components of Selling Planning
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Jan 24, 2025 |
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164 Greatest Hits: How To Run An Elite Meeting
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Jan 17, 2025 |
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163 How your bad ideas can become your best ideas (Downloadable guide)
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Jan 10, 2025 |
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162 Compassionate Capitalism w/ Ben Cooley
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Jan 03, 2025 |
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161 How To Prepare For Plateaus On Your Climb To Success
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Dec 27, 2024 |
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160 From Struggling Startup to National Powerhouse w/ Paul Blanco
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Dec 20, 2024 |
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159 HR Huntsman: Finding meaning and success after surviving loss and trauma
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Dec 13, 2024 |
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158 The EAN system: How to build a thriving financial planning business
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Dec 06, 2024 |
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157 From baseball cards to successful advisor: David Adams
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Nov 29, 2024 |
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156 Improving youth mental health w/ Dr. Andrea Mata
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Nov 22, 2024 |
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155 Three ways to make your meetings better tomorrow
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Nov 15, 2024 |
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154 Justin Goodbread: Business growth & valuation hacks
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Nov 08, 2024 |
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153 Honest lessons from an industry veteran (Paul LaPiana of MassMutual)
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Nov 01, 2024 |
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152 How is MassMutual approaching financial planning? VP of Planning Brian Mawhinney
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Oct 25, 2024 |
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151 The Future Belongs To Map Makers
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Oct 18, 2024 |
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150 Niche Series: How to use college planning to gain clients & grow revenue
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Oct 11, 2024 |
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149 Wes Young: Wholesalers; Secret weapon or a waste of time?
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Oct 04, 2024 |
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148 Niche Series: Young Families w/ Mark Hansen
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Oct 02, 2024 |
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147 Better Tech & a Better Team w/ Brittany Anderson
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Sep 27, 2024 |
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146 How To Finally Transform Your Financial Advisory Business
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Sep 20, 2024 |
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145 Navigating the Leadership Labyrinth (Part 2)
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Sep 13, 2024 |
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144 How do you really know if you’re a good leader? (Part 1)
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Sep 06, 2024 |
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143 Niche Series: Working with Federal Employees
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Sep 04, 2024 |
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142 Sold it and bought it back because of culture? Rob Dube
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Aug 30, 2024 |
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141 Book Review: Necessary Endings - Letting go to get the best
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Aug 23, 2024 |
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140 Divorce Financial Planning Expert Nancy Hetrick
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Aug 16, 2024 |
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139 Leadership Mistakes: Messing Up Growth By Being the Bottleneck
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Aug 09, 2024 |
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138 Advisor Stories: New life for a veteran advisor
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Aug 07, 2024 |
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137 Hurley Fox: Outsourced CFO - Financial literacy will help you get more planning clients
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Aug 02, 2024 |
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136 Storytelling and Body Language for Advisors
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Jul 26, 2024 |
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135 Leadership Mistakes: Difficult Conversations
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Jul 19, 2024 |
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134 Please, tell me the truth (Thanks For The Feedback)
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Jul 12, 2024 |
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133 The Threat and Potential of AI In Our Industry
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Jul 05, 2024 |
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132 Advisor Stories: Putting together vacuums and the value of your time
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Jul 03, 2024 |
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131 Book Review: War of Art - Understand and overcome your enemy
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Jun 28, 2024 |
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130 The Formula For Growth
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Jun 21, 2024 |
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129 Getting More Business Through Whiteboarding (Whiteboard University is here)
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Jun 14, 2024 |
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128 Live Longer or Die Earlier…your call
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Jun 07, 2024 |
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127 Ways To Make Teaming Worth It w/ Jon Bass
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Jun 05, 2024 |
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126 The Best Book For Financial Planners Isn’t About Financial Planning
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May 31, 2024 |
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125 The Elite Assumption: Getting more and better clients
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May 24, 2024 |
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124 Advisor Stories: Selling insurance makes selling planning easier with Nelson Wood
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May 22, 2024 |
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123 The 8 Forms of Prospecting
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May 17, 2024 |
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122 Long-Term Greed vs. Short-Term Gain with Eric Kapitulik
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May 10, 2024 |
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121 Advisor Stories: The fear of Who Not How, loving insurance and selling planning (James Graham)
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May 08, 2024 |
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120 Sten Q&A: Hiring, best books & abdication vs delegation
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May 03, 2024 |
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119 Tax Strategies: What every business owner wants to know
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Apr 26, 2024 |
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118 Advisor Story: When can a new advisor start charging for his advice?
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Apr 24, 2024 |
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117 Secrets to Crafting Compelling Financial Proposals
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Apr 19, 2024 |
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116 What did you expect? Why expectations are important
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Apr 12, 2024 |
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115 Advisor Stories: Lifestyle practice with Chloe Moore
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Apr 10, 2024 |
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114 Dr. Josh Axe - Lessons from his deathbed - How to come back better
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Apr 05, 2024 |
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113. Referrals: Practical strategies with Bill Cates
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Mar 29, 2024 |
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112. Advisor Stories: The superpower of making things simple with Nate Leo
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Mar 27, 2024 |
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111. Advisor Marketing: Conversions, free wins and your marketing flywheel
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Mar 22, 2024 |
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110. Sten Q&A
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Mar 15, 2024 |
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109. Advisor Stories: 400% growth in one year - How Gavin Filasek guided his team to massive growth
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Mar 13, 2024 |
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108. How Derrick Kinney overcame his own beliefs to find success
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Mar 08, 2024 |
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107. Are you lying to yourself about personal development?
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Mar 01, 2024 |
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106. Advisor Stories: Wes Young - Elite Advisor, Part-time Pastor, Expert Planner
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Feb 28, 2024 |
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105. Does EOS work for financial advisors?
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Feb 23, 2024 |
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104. Managing Money: Is it the best use of your time?
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Feb 16, 2024 |
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103. Advisor Stories: Moving Clients Into Paid Planning & The Psychology of Saying Yes
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Feb 14, 2024 |
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102. 5X Your Planning Fees and gather more AUM & Insurance (Leader Series)
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Feb 09, 2024 |
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101. How To Make Elite Events For Advisors
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Feb 02, 2024 |
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100. Consistent Learning + Consistent Action = Massive Results
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Jan 26, 2024 |
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99. Prospecting methods that will gain you planning clients
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Jan 19, 2024 |
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98. Hiring Pitfalls: How to hire and lead an Elite team
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Jan 12, 2024 |
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97. No team = No growth
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Jan 05, 2024 |
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96. Steve Lockshin - Mentorship, Fees for advice & using tech to get ahead
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Dec 29, 2023 |
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95. What’s coming to you in 2024 from EAN?
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Dec 22, 2023 |
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94. Serving the top 20% of your clients w/ Dave Resseguie
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Dec 15, 2023 |
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93. Habits: An appointment with the better you
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Dec 08, 2023 |
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92. How Elite Advisors Build Habits (Atomic Habits)
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Dec 01, 2023 |
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91. How to overcome your headtrash
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Nov 24, 2023 |
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90. Three kinds of days to achieve 10X results
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Nov 17, 2023 |
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89. Becoming a 10X leader
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Nov 10, 2023 |
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88. Is 10X possible for advisors?
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Nov 03, 2023 |
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87. Concept: Investment Decision Filter
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Oct 27, 2023 |
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86. Great communicators do these three things
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Oct 20, 2023 |
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85. 5 Things Keeping You From Your Potential
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Oct 13, 2023 |
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84. Referrals: How to get referrals of ideal clients
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Oct 06, 2023 |
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83. Hiring: When is the right time to hire?
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Sep 29, 2023 |
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82. Change your business on Monday (3 HTCL Stories)
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Sep 22, 2023 |
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81. Unhealthy Decisions Advisors Make
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Sep 15, 2023 |
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80. How to use ChatGPT (w/ Matt Reiner)
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Sep 08, 2023 |
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79. Scale or Customize? How to grow your financial planning business
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Sep 01, 2023 |
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78. Brad Johnson: Ingredients of A Great Advisor
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Aug 25, 2023 |
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77. 10 Reasons Clients Buy
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Aug 18, 2023 |
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76. How To Price Planning
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Aug 11, 2023 |
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75. One good suit: Inflection points with Matt Jarvis
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Aug 04, 2023 |
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74. Foundation: The Six Steps to Charging for Your Advice
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Jul 28, 2023 |
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73. Interviews: What you changed after How To Charge LIVE
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Jul 21, 2023 |
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72. The Five Levels of Commitment
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Jul 14, 2023 |
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71. HTCL True Stories: How HTC LIVE Helped Advisors Charge More
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Jul 07, 2023 |
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70. How much better are financial planning clients? An interview w/ Bill Williams of Ameriprise
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Jun 30, 2023 |
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69. How to fix our broken industry
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Jun 23, 2023 |
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68. Learn The Hard Way Series: Never meet alone & have hard conversations
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Jun 16, 2023 |
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67. What Advisors Fear (Part 3): Head Trash
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Jun 09, 2023 |
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66. What Advisors Fear (Part 2): Not Knowing Enough
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Jun 02, 2023 |
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65. What Advisors Fear (Part 1)
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May 26, 2023 |
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64. The Danger of Commitment Bias
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May 19, 2023 |
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63. Choose Your Heroes Wisely
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May 12, 2023 |
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62. Rapid Fire Listener Q&A - #1
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May 05, 2023 |
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61. The Confidence Equation: How to build confidence when fear keeps you from trying
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Apr 28, 2023 |
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60. Helpline: Increasing your closing percentage
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Apr 21, 2023 |
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59. The Truth About Switching Companies: Insights from a Business Development Lead
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Apr 14, 2023 |
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58. What we teach at How To Charge LIVE
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Apr 07, 2023 |
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57. Regret and Action: The Importance of Taking Risks
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Mar 31, 2023 |
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56. Reject this, and success will follow
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Mar 24, 2023 |
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55. Simple Email Marketing for Advisors
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Mar 17, 2023 |
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54. 8X Planning Revenue + How To Fire Clients
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Mar 10, 2023 |
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53. Stop Solving Small Problems
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Mar 03, 2023 |
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52. Meeting Power Phrases: Gaining Your Prospect's Trust
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Feb 24, 2023 |
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51. Where to invest in your business
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Feb 17, 2023 |
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50. Show Me Your Friends
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Feb 10, 2023 |
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49. Stop waiting for prospects to find you: Targeting Strategies
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Feb 03, 2023 |
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48. Elite Advisors Teach Concepts & Strategies
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Jan 27, 2023 |
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47. Don't waste your time at events
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Jan 20, 2023 |
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46. How to start your career to becoming an Elite Advisor
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Jan 13, 2023 |
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45. How to add advisors to your team
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Jan 06, 2023 |
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44. Michael Kitces - Get better clients
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Dec 30, 2022 |
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43. What does "You are the product" actually mean?
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Dec 23, 2022 |
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42. How do you measure your year?
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Dec 16, 2022 |
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41. What's the Ideal Planning Team?
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Dec 09, 2022 |
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40. How Appreciation Fuels Staff Performance
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Dec 02, 2022 |
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39. 7 Ways To Increase Your Planning & Consulting Revenue
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Nov 17, 2022 |
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38. How Elite Advisors Develop COIs + Free Training
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Nov 11, 2022 |
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37. Confidence Part 2 - Busters and builders
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Nov 04, 2022 |
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36. Confidence Part 1 - The secret ingredient you can grow yourself
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Oct 28, 2022 |
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35. The Elite Path to Health
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Oct 21, 2022 |
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34. Why smart advisors want to be wrong + HTC LIVE 2023
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Oct 14, 2022 |
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33. Why are his planning prospects saying No?
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Oct 07, 2022 |
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32. 7 Tips When Answering "What do you do?"
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Sep 30, 2022 |
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31. The State of Sten's Company: Legacy Investment Planning
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Sep 23, 2022 |
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30. Stop acting like you're small: How to build a real business
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Sep 16, 2022 |
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29. Why did he go independent? EAN member interview: Matt Williams
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Sep 09, 2022 |
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28. Does This Stuff Work? Interviews with Four Advisors
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Sep 02, 2022 |
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27. First Meetings - Average vs. Elite
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Aug 26, 2022 |
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26. Advisor Superpowers, Part 2
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Aug 19, 2022 |
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25. Advisor Superpowers, Part 1
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Aug 12, 2022 |
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24. The Company Scorecard: How to keep score in your financial services business
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Aug 05, 2022 |
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23. EAN member interview w/ Patrick Rogers: How to make changes quickly in your business
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Jul 29, 2022 |
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22. Elite Admins Are Proactive
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Jul 22, 2022 |
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21. The Unspoken Self-Improvement Blindspot
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Jul 15, 2022 |
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20. You Have A Superpower
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Jul 08, 2022 |
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19. Wes Young - How to attract the right clients and manage a large virtual team
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Jul 01, 2022 |
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18. How do you keep planning clients happy year-round?
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Jun 24, 2022 |
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17. How do you provide value when the market does not?
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Jun 17, 2022 |
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16. What to know before you hire a business coach
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Jun 10, 2022 |
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15. Why an advisor must segment their book of business, yet most don’t
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Jun 03, 2022 |
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14. 7 Meeting Skills of Elite Advisors
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May 27, 2022 |
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13. Is income the best indicator of advisor success and abilities?
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May 20, 2022 |
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12. How To Talk To Clients When The Markets Are Volatile
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May 13, 2022 |
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11. Are the people you work with helping you?
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May 06, 2022 |
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10. Five ways your admin will help you double your revenue
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Apr 28, 2022 |
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9. Selling a steer, buying a dumb belt, building the life you want, and asking good questions with Financial Advisor Michael French CFP®
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Apr 22, 2022 |
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8. Whiteboarding - The greatest strategy meeting superpower
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Apr 15, 2022 |
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7. How to Stop Playing Office
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Apr 08, 2022 |
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6. Five Advisor Stages - Thriving
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Apr 01, 2022 |
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5. Five Advisor Stages - Comfortable
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Mar 25, 2022 |
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4. Five Advisor Stages - Maturing
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Mar 18, 2022 |
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3. Five Advisor Stages - Stable
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Mar 11, 2022 |
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2. Five Advisor Stages - Rookie
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Mar 04, 2022 |
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1. Sten's Unlikely and Unfinished Path To Success
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Mar 04, 2022 |