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Artwork for The Elite Financial Advisor Podcast With Sten Morgan

The Elite Financial Advisor Podcast With Sten Morgan

Sten Morgan
Financial Advisory
Financial Planning
Whiteboarding
Training Programs
Feedback
Artificial Intelligence
Thanks For the Feedback
Resilience
Client Relationships
Personal Development
Team Dynamics
Leadership
Client Engagement
The War Of Art
Self-Improvement
Coaching
Difficult Conversations
Consulting
Emotional Intelligence
Prospecting Spectrum

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.

PublishesWeeklyEpisodes210Founded4 years ago
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EntrepreneurshipBusinessMarketing

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Artwork for The Elite Financial Advisor Podcast With Sten Morgan

Latest Episodes

The conversation explores the evolving role of financial advisors, emphasizing the importance of valuing financial advice beyond mere transactions. The speakers discuss the need for a mindset shift among advisors to recognize the intrinsic value of f... more

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This conversation delves into the reasons behind seller hesitation in business transactions, particularly focusing on the identity crisis that sellers face post-sale. Mark Osborne emphasizes the importance of financial advisors in helping sellers nav... more

YouTube

In this conversation, Darryll Stinson shares his transformative journey from being a high-level athlete to a speaker and advocate for mental health and personal growth. He discusses the impact of pain and purpose on change, the importance of storytel... more

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In this conversation, Tim Smith shares his journey from being an actor to becoming a successful financial advisor. He discusses the importance of having a strategic plan, the need for effective communication skills, and the value of mentorship in nav... more

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Recent Guests

Mark Osborne
SEPA with extensive experience in marketing and communication, working with both startups and large corporations to optimize business value and strategic exits.
Episode: 209 Serving Business Owners Before, During, and After an Exit with Mark Osborne
Darryll Stinson
Former high-level Division I athlete turned life coach and speaker
Stinson Speaks
Episode: 208 Unlocking Passion to Push You Forward with Darryll Stinson
Jeremie Kubicek
Founder of Giant and author of seven books including The Voice Driven Leader
Giant
Episode: 206 Lead Better By Understanding Yourself More with Jeremie Kubicek
Brady Weller
Specializes in Qualified Small Business Stock and QSBS rollovers
QSBS Rollovers
Episode: 205 Understanding Qualified Small Business Stock Strategy to Attract Prospects with Brady Weller
Don Connelly
Communication coach specializing in soft skills for financial advisors
Episode: 204 Developing Confidence and Charisma to Be a Better Advisor with Don Connelly
Dr. Joe Hill
Coach, educator, and expert in team intelligence
Episode: 203 Unlocking Your Full Potential as a Leader with Dr. Joe Hill
Duane Murray
Mentor and friend of Sten Morgan, founder of C12, which focuses on helping business owners find their purpose
C12
Episode: 202 Purpose of Work with Duane Murray
Carl Richards
Creator of the Sketch Guy column and a personal finance expert.
The Alliance of Comprehensive Planners
Episode: 201 The Power of the Process with Carl Richards
Dr. Josh Axe
Entrepreneur, author, and expert in natural medicine
draxe.com
Episode: 200th Episode! Real Stories of Overcoming Resistance with Dr. David Touhill, Dr. Josh Axe, Rick Hu & Wesley Young

Host

Sten Morgan
Host of the podcast, Sten Morgan is recognized for his expertise in financial advising and coaching, empowering other advisors to excel in their practices.

Reviews

4.8 out of 5 stars from 172 ratings
  • 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 Addict
    5
    iRmark88
    a year ago
  • 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 Podcasts
    5
    Jenna Pag
    United 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 Podcasts
    5
    GrimusDaRaptor
    United 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 Podcasts
    5
    Potatopearls
    United States2 years ago
  • Highly recommend

    Love how these guys think about our industry and where it is heading. Listen weekly

    Apple Podcasts
    5
    jm3482
    United States2 years ago

Listeners Say

Key themes from listener reviews, highlighting what works and what could be improved about the show.

Some critiques mention specific episodes that may not meet everyone's expectations, but overall feedback remains largely positive.
Many listeners view the podcast as a must-listen for those in the financial advisory field, highlighting its ability to challenge conventional practices and inspire growth.
Listeners appreciate the practical and actionable advice shared, often finding it applicable to their daily work as financial advisors.
Reviewers commend the engaging and insightful discussions that cover a range of topics related to personal and professional growth.

Chart Rankings

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Talking Points

Recent interactions between the hosts and their guests.

208 Unlocking Passion to Push You Forward with Darryll Stinson
Q: What would you say to them if there's a struggle or some resistance to awareness?
Life is about the debrief, reflecting on past experiences is crucial for finding purpose and clarity.
208 Unlocking Passion to Push You Forward with Darryll Stinson
Q: What would you say to financial advisors that are listening?
Purpose kicks in when financial measures become lagging indicators of impact, urging them to adopt new metrics of success.
206 Lead Better By Understanding Yourself More with Jeremie Kubicek
Q: Could you unpack the Peace Index for us? The kind of backstory of it and the application of it?
The Peace Index assesses purpose, people, personal health, provision, and place to help evaluate and improve peace in life.
206 Lead Better By Understanding Yourself More with Jeremie Kubicek
Q: What was it like recovering from such a traumatic experience and making major shifts in your life?
It took a couple of years to figure out the new normal, reflecting on why I was doing what I was doing.
201 The Power of the Process with Carl Richards
Q: What gets you most excited right now?
Deep conversations with people I enjoy talking to.

Audience Metrics

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Frequently Asked Questions About This Podcast

What is This Podcast about and what kind of topics does it cover?

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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How many episodes of this podcast are there?

this podcast launched 4 years ago and published 210 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. Mark Osborne
2. Darryll Stinson
3. Jeremie Kubicek
4. Brady Weller
5. Don Connelly
6. Dr. Joe Hill
7. Duane Murray
8. Carl Richards

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