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 | 225 | Founded | 4 years ago |
|---|---|---|---|---|---|
| Number of Listeners | Categories | BusinessEntrepreneurshipMarketing | |||
Listen to this Podcast
Latest Episodes
In this conversation, Omani Carson and Sten Morgan zoom out from the usual “advisor growth” talk and into the deeper forces shaping the future: accelerating change, widening inequality, and a shift toward conscious capitalism—profit that also aligns ... more
In this podcast episode, Sten Morgan interviews Michelle Lynch, a seasoned professional at Raymond James, who shares her journey from marketing to leadership in the financial advisory space. They discuss the importance of building relationships with ... more
In this conversation, Sten Morgan and Brad Stinson explore the significance of emotional intelligence in personal and professional development. Brad shares his journey from being an elite athlete to a leader in emotional intelligence, emphasizing the... more
Sten sits down with April Rome to unpack the uncomfortable truth about growth in advisory firms: most advisors don’t build operations — they assume it’s handled until systems hit capacity and break. April explains the common traps (too much tech, bro... more
Key Facts
Similar Podcasts
People also subscribe to these shows.
Recent Guests
Host
Reviews
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 Pag
United 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 - Highly recommend
Love how these guys think about our industry and where it is heading. Listen weekly
Apple Podcasts5jm3482United States2 years ago
Listeners Say
Key themes from listener reviews, highlighting what works and what could be improved about the show.
Chart Rankings
How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.
Apple Podcasts | #168 | United States/Business/Entrepreneurship |
Talking Points
Recent interactions between the hosts and their guests.
Audience Metrics
Listeners, social reach, demographics and more for this podcast.
| Listeners per Episode | |
|---|---|
| Gender Skew | |
| Location | |
| Interests | |
| Professions | |
| Age Range | |
| Household Income | |
| Social Media Reach |
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.
Where can I find podcast stats for this podcast?
Rephonic provides a wide range of podcast stats for this podcast. We scanned the web and collated all of the information that we could find in our comprehensive podcast database. See how many people listen to this podcast and access YouTube viewership numbers, download stats, audience demographics, chart rankings, ratings, reviews and more.
How many listeners does this podcast get?
Rephonic provides a full set of podcast information for three million podcasts, including the number of listeners. View further listenership figures for this podcast, including podcast download numbers and subscriber numbers, so you can make better decisions about which podcasts to sponsor or be a guest on. You will need to upgrade your account to access this premium data.
What are the audience demographics for this podcast?
Rephonic provides comprehensive predictive audience data for this podcast, including gender skew, age, country, political leaning, income, professions, education level, and interests. You can access these listener demographics by upgrading your account.
How many subscribers and views does this podcast have?
To see how many followers or subscribers this podcast has on Spotify and other platforms such as Castbox and Podcast Addict, simply upgrade your account. You'll also find viewership figures for their YouTube channel if they have one.
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. Small Business Tax Savings Podcast
How many episodes of this podcast are there?
this podcast launched 4 years ago and published 225 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.
How do I contact this podcast?
Our systems regularly scour the web to find email addresses and social media links for this podcast. We scanned the web and collated all of the contact information that we could find in our podcast database. But in the unlikely event that you can't find what you're looking for, our concierge service lets you request our research team to source better contacts for you.
Where can I see ratings and reviews for this podcast?
Rephonic pulls ratings and reviews for this podcast from multiple sources, including Spotify, Apple Podcasts, Castbox, and Podcast Addict.
View all the reviews in one place instead of visiting each platform individually and use this information to decide if a show is worth pitching or not.
How do I access podcast episode transcripts for this podcast?
Rephonic provides full transcripts for episodes of this podcast. Search within each transcript for your keywords, whether they be topics, brands or people, and figure out if it's worth pitching as a guest or sponsor. You can even set-up alerts to get notified when your keywords are mentioned.
What guests have appeared on this podcast?
Recent guests on this podcast include:
1. Michelle Lynch
2. Brad Stinson
3. Alex Kirby
4. Adam Correa
5. Dr. Jared Spencer
6. Blake Brewer
7. Ritik Malhotra
8. Wendell Moon
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.