The Elite Financial Advisor Podcast With Sten Morgan
Sten MorganA 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.
| Publishes | Weekly | Episodes | 234 | Founded | 4 years ago |
|---|---|---|---|---|---|
| Number of Listeners | Categories | BusinessMarketingEntrepreneurship | |||
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Latest Episodes
In this episode, Sten Morgan sits down with Wes Young and Gavin Filasek to unpack the prospecting spectrum — from the early “brute force” days of calling anyone who would listen, to building a more mature system where value, referrals, niche expertis... more
In this episode, Sten sits down with H. Adam Holt—founder of Asset-Map, former top-producing financial advisor, and industry innovator who has helped thousands of advisors simplify how they deliver financial advice. Adam shares his journey from strug... more
In this episode, Sten sits down with Austin Harris to talk about his path from personal training into financial advice, why Edward Jones appealed to him early in his career, and how his philosophy evolved from simply finding clients to serving them d... more
In this episode, Sten sits down with Angie Herbers to talk about what really causes advisory firms to stall, break, or lose momentum as they grow. Angie shares how her unusual start in the industry led her into consulting, why communication skills ma... more
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- Great platform to learn as an advisor
Great production, quality guests, lots of ways to learn as a growing advisor. Sten does a nice job with his guests, fun conversations to hear.
Apple Podcasts5TXpodcast fan
United Statesa month ago Becoming An Elite Advisor is a must-listen! Sten and Andy deliver incredible leadership, sharing actionable advice and applicable knowledge that truly elevate your practice. Their 'elite path over the average path' theme resonates deeply, pushing you to think bigger and achieve more. Every episode is packed with insights that inspire and empower. If you're serious about stepping up as an advisor, this podcast will transform your mindset and strategy. Highly recommend!
Podcast Addict5a year agoiRmark88- Best financial planner podcast
I just started as a financial planner and this has been an amazing listen and learned so much! It is a very practical podcast!
Apple Podcasts5Jenna PagUnited States2 years ago - EAN | Game Changer
Sten and Andy have been amazing and beyond generous with their time and ideas. Beyond grateful to come across their Podcast 6 months ago!
Apple Podcasts5GrimusDaRaptorUnited States2 years ago - Dynamic Duo!
Sten and Andy in the morning! Great show, great guys, elite content and practical advice. As a new advisor I can’t get enough of their collective wisdom!
Apple Podcasts5PotatopearlsUnited States2 years ago
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Apple Podcasts | #228 | United States/Business/Entrepreneurship |
Apple Podcasts | #236 |  Singapore/Business/Entrepreneurship |
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Frequently Asked Questions About This Podcast
What is This Podcast about and what kind of topics does it cover?
A show aimed at financial professionals that challenges listeners to grow faster, focusing on practical, implementable strategies. Recent episodes center on client relationships, planning-centric guidance, leadership and team dynamics, and the role of AI and technology in scaling advisory practices. Notable angles include charging for high-value advice, leveraging AI tools to streamline client meetings, and using legacy and storytelling to deepen client connections. This mix suggests a unique blend of hands-on process optimization, personal development, and technology-enabled advisory work that can appeal to both individual practitioners and growing firms.
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Which podcasts are similar to this podcast?
These podcasts share a similar audience with this podcast:
1. The Perfect RIA
2. The Efficient Advisor: Tactical Business Advice for Financial Planners
3. Kitces and Carl - Real Talk for Real Financial Advisors
4. Barron's Advisor
5. Talking Wealth
How many episodes of this podcast are there?
this podcast launched 4 years ago and published 234 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.
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What guests have appeared on this podcast?
Recent guests on this podcast include:
1. Adam Holt
2. Austin Harris
3. Angie Herbers
4. Terri Kallsen
5. Ed Slott
6. Justin Louis
7. Jeffrey Levine
8. Omani Carson
To view more recent guests and their details, simply upgrade your Rephonic account. You'll also get access to a typical guest profile to help you decide if the show is worth pitching.