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 | 237 | Founded | 4 years ago |
|---|---|---|---|---|---|
| Number of Listeners | Categories | BusinessMarketingEntrepreneurship | |||
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Latest Episodes
In this episode of Elite Advisor Podcast, Sten Morgan sits down with Shannon Reid to talk about how the role of the financial advisor is shifting from pure investment management to holistic life planning and how top-tier firms are leveraging AI to re... more
In this episode of Elite Advisor Podcast, Sten Morgan sits down with Holden Fox to talk about how to transition from a group of solo advisors sharing expenses to a unified, scalable organization by focusing on specialization, operational efficiency, ... more
In this episode of Elite Advisor Podcast, Sten Morgan sits down with Wendell Moon to talk about the internal and external evolution required to move from being a high-capacity producer to a visionary leader who rejects the industry’s broken status qu... more
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
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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 States2 months 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 | #250 | United States/Business/Entrepreneurship |
Apple Podcasts | #110 |  Canada/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?
This show targets financial professionals who want practical, actionable strategies to accelerate growth, improve client value, and charge appropriately for advisory services. Episodes emphasize prospecting, streamlined planning, leadership, and firm-building—often with a focus on value-first conversations, scalable processes, and integrating technology like AI to enhance client relationships. A standout trait across episodes is the candid, coach-style approach, featuring practitioners who have built or transformed advisory practices, and guest experts who bring deep expertise in tax planning, systems, or organizational culture. Listeners can expect concrete tactics, live-event promotions, and community-based growth programs that aim to mov... more
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Which podcasts are similar to this podcast?
These podcasts share a similar audience with this podcast:
1. The Efficient Advisor: Tactical Business Advice for Financial Planners
2. Kitces and Carl - Real Talk for Real Financial Advisors
3. Barron's Advisor
4. Talking Wealth
5. Animal Spirits Podcast
How many episodes of this podcast are there?
this podcast launched 4 years ago and published 237 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. Sten Morgan
2. Wes Young
3. Gavin Filasek
4. Adam Holt
5. Austin Harris
6. Angie Herbers
7. Terri Kallsen
8. Ed Slott
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.