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 | 252 | Founded | 5 years ago |
|---|---|---|---|---|---|
| Number of Listeners | Categories | EntrepreneurshipBusinessMarketing | |||
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Latest Episodes
This is Part 2 of our prospecting roundtable. If you missed Part 1, go back and start with Episode 234.
In this roundtable episode of the Elite Financial Advisor Podcast, Sten Morgan, CFP®, ChFC®, gets the band back together with Wes Young, Founder ... more
In this episode of the Elite Financial Advisor Podcast, Sten Morgan, CFP®, ChFC®, sits down with Larry Shumbres, Founder and CEO of Archive Intel, to unpack a shift most advisors have not caught up to yet: the move from SEO to AEO (Answer Engine Opti... more
In this solo episode of the Elite Financial Advisor Podcast, Sten Morgan, CFP®, ChFC®, introduces PlanScore - the software his team built to deliver financial plans clients actually understand - and shares the journey that took him from selling produ... more
In this episode of the Elite Financial Advisor Podcast, Sten Morgan, CFP®, ChFC®, sits down with Tim White, Co-Founder and Chief Growth Officer of wealth.com, to make the case that estate and tax planning is the biggest untapped growth opportunity in... 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 States5 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 Addict52 years 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 | #229 | United States/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, action-oriented guidance to grow their advisory practice, charge for value, and adopt modern, tech-enabled planning. Episodes frequently explore holistic planning, pricing models, scaling through process and technology, and leadership or client-communication strategies, often featuring successful founders, senior practitioners, and platform leaders. A standout theme is transforming traditional advisory sales into value-driven planning and scalable operations, with episodes that mix real-world case studies, actionable frameworks, and insights from large firms, RIAs, and fintech-enabled models. The show tends to attract growth-minded listeners seeking tangible ways to improve clien... 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. Talking Wealth
4. Barron's Advisor
5. The Great Retirement Debate with Ed Slott & Jeffrey Levine
How many episodes of this podcast are there?
this podcast launched 5 years ago and published 252 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. Tim White
2. Carl Richards
3. Steve Sanduski
4. Tim Maurer
5. Shruti Joshi
6. Marc Adams
7. Andy Schwartz
8. Matt Sonnen
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