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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.

PublishesWeeklyEpisodes112Founded2 years ago
Number of ListenersCategories
EntrepreneurshipBusinessMarketing

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Artwork for Becoming An Elite Financial Advisor With Sten Morgan

Latest Episodes

Andy chats with financial advisor Nate Leo about his experience getting into the industry, challenges he overcame, his advisor superpower, and current success charging for planning. more

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2 days ago

Sten and marketing expert Dave Touhill dive into the intricacies of marketing for financial advisors. more

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7 days ago

Get six free training videos and a dozen free planning resources at GoBeElite.com. more

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14 days ago

Get six free training videos and a dozen free planning resources at GoBeElite.com. more

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16 days ago

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Reviews

4.8 out of 5 stars from 132 ratings
  • Prospecting

    I just listened to 15 minutes of the “prospecting” episode…what a waste of my time.

    Apple Podcasts
    1
    maybdihjlz
    United States2 months ago
  • These guys make me want to become an advisor!

    I love listening to Sten and Andy and I am not even an advisor. Their practical approach to navigating life is so refreshing. I love how they bring in outside teachings and cool book references to the world of advisors. I also love the humor they bring to a mostly stale industry. This podcast makes me want to go out and find an advisor to help me and my family. I want a whiteboard session!

    Apple Podcasts
    5
    Lacrosse Momma
    United States4 months ago
  • 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
    5
    GarrettMal
    United States5 months 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
    5
    .B.K.A.
    United States7 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
    5
    Musing801
    United States9 months ago

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this podcast launched 2 years ago and published 112 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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