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 | 206 | Founded | 4 years ago |
|---|---|---|---|---|---|
| Number of Listeners | Categories | MarketingBusinessEntrepreneurship | |||
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Latest Episodes
In this conversation, Jeremie shares his transformative life experiences that led to a significant shift in his purpose and ambition. He discusses the importance of understanding one's needs versus wants, the concept of the Peace Index, and how perso... more
In this episode, Brady Weller discusses the importance of tax strategies, particularly focusing on Qualified Small Business Stock (QSBS) as a powerful tool for tax exemption. He emphasizes the need for financial advisors to distinguish themselves by ... more
In this conversation, Don Connelly shares his extensive experience in financial advising, emphasizing the importance of storytelling, communication skills, and building authentic connections with clients. He discusses how emotional intelligence and c... more
In this conversation, Dr. Joe shares his journey from being a school teacher to becoming a coach and consultant, emphasizing the importance of relationships, lifelong learning, and understanding one's potential. He introduces the concept of Team Inte... 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!
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 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 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 - Highly recommend
Love how these guys think about our industry and where it is heading. Listen weekly
Apple Podcasts5jm3482United States2 years ago
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Apple Podcasts | #242 | 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?
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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What are the audience demographics for this podcast?
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How many subscribers and views does this podcast have?
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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. The Perfect RIA
3. Kitces and Carl - Real Talk for Real Financial Advisors
4. Barron's Advisor
5. Small Business Tax Savings Podcast
How many episodes of this podcast are there?
this podcast launched 4 years ago and published 206 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. Jeremie Kubicek
2. Brady Weller
3. Don Connelly
4. Dr. Joe Hill
5. Duane Murray
6. Carl Richards
7. Dr. Josh Axe
8. Wesley Young
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.