Artwork for Becoming An Elite Financial Advisor With Sten Morgan

Becoming An Elite Financial Advisor With Sten Morgan

Sten Morgan & Andy Traub

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.


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Latest Episodes

If you really want to add six-figures of revenue to your company then you need to attend our How To Charge LIVE workshop. more

4 days ago

We still have a special running for anyone who buys their seat for January’s How To Charge LIVE event. Learn the details at: more

11 days ago

Save $1500 if you attend our January 2024 How To Charge LIVE event. Until November 10th, 2023 you get the How To Charge For Your Advice online program FREE (a $1500 value) when you purchase a ticket to the January in-person event. more

18 days ago


4.8 out of 5 stars from 74 ratings
  • These guys are awesome!

    I am 7 months in at a Broker Dealer and am now looking to get into an RIA to be able to have more freedom to charge for my advice after listening to these guys. These guys are so intelligent and always give out practical ideas. 100% my favorite podcast.

    Apple Podcasts
    United Statesa month ago
  • My favorite podcast for financial advisors.

    I have listened to a lot of podcasts for financial advisors and this is by far my favorite. Andy and Sten do an amazing job to give simple, applicable ideas that you can start implementing tomorrow. If you’re looking for a podcast that will not only give you great ideas but push you to act on them then you definitely need to give this podcast a try.

    Apple Podcasts
    United States3 months ago
  • One of the highlights of my week

    As a new advisor on my second career, Sten and Andy have given me a clear sense of direction and purpose as I navigate the journey ahead of me. The content they share is relevant, timely, inspiring, and actionable. I appreciate that they not only address the business of advising/planning, but also topics covering personal well-being and mindset. I’m a fan of the quote, “If it doesn’t challenge you, it doesn’t change you.” This podcast WILL challenge you to grow as an advisor and human being. And... more

    Apple Podcasts
    United States4 months ago
  • Make Time for This

    If you’re a financial advisor, you need to make time to listen to this one every week! I’ve been faithfully listening since I was at my old BD. Andy and Sten do a great job of bringing up real topics that advisors are actually looking to grow in! This isn’t your general, vanilla advice on how to run a practice. Sten brings a TON of wisdom that you can learn from. Growth and change come from first having a perspective shift, and this podcast does exactly that!

    Apple Podcasts
    United States6 months ago
  • Great podcast for the growth minded advisor

    Best podcast out there for financial advisors looking to grow and improve themselves and their business. I look forward to the show every Friday and am working on listening to all previous shows. Keep it up!

    Apple Podcasts
    United States6 months ago

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this podcast launched 2 years ago and published 90 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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