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.
Publishes | Weekly | Episodes | 202 | Founded | 4 years ago |
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Number of Listeners | Categories | BusinessMarketingEntrepreneurship |
In this engaging conversation, Duane Murray shares his journey from healthcare to church leadership and ultimately to coaching business owners. He emphasizes the importance of purpose in work, the challenges leaders face in balancing people and proce... more
In this engaging conversation, Carl Richards shares his insights on the importance of conversations in financial planning, the journey of personal growth, and the role of resistance in achieving success. He emphasizes the need for authenticity in fin... more
We’ve hit a big milestone — 200 episodes! In this special episode, Sten invites four past guests to dive deep into one of the biggest challenges advisors and entrepreneurs face every day: RESISTANCE.
Dr. David Touhill, Dr. Josh Axe, Rick Hu, and Wes... more
In this conversation, Matt Mosich shares his journey from being a successful financial advisor to becoming a communication expert. He emphasizes the critical role of communication in building relationships and achieving success in the financial advis... more
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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!
I just started as a financial planner and this has been an amazing listen and learned so much! It is a very practical podcast!
Sten and Andy have been amazing and beyond generous with their time and ideas. Beyond grateful to come across their Podcast 6 months ago!
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!
Love how these guys think about our industry and where it is heading. Listen weekly
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Apple Podcasts | #212 | |
Apple Podcasts | #222 |
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Focused on empowering financial professionals, this podcast offers practical advice designed to enhance effectiveness and success in the advisory field. Various episodes address critical topics, including the significance of effective systems, the psychology behind decision-making, and how health and well-being directly impact professional performance. With a unique blend of insights from both seasoned experts and aspirational leaders, this show encourages listeners to embrace a growth mindset and challenge conventional approaches in financial advising, emphasizing actionable strategies that can be immediately applied in practice.
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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. The Perfect RIA
4. Barron's Advisor
5. Small Business Tax Savings Podcast
this podcast launched 4 years ago and published 202 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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Recent guests on this podcast include:
1. Duane Murray
2. Carl Richards
3. Dr. Josh Axe
4. Wesley Young
5. Matt Mosich
6. Gary McClure
7. Steve Sanduski
8. Duncan McPherson
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