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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
Training Programs
Whiteboarding
Feedback
Artificial Intelligence
Thanks For the Feedback
Resilience
Client Relationships
Personal Development
Leadership
Team Dynamics
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.

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Artwork for The Elite Financial Advisor Podcast With Sten Morgan

Latest Episodes

In this conversation, Sten Morgan sits down with Dr. Jarrod Spencer, a concierge health and sports psychologist who works with elite performers—from pro athletes and championship teams to high-level executives. Jared breaks down the difference betwee... more

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In this episode, Sten Morgan sits down with Blake Brewer, the founder of Legacy Letter, who’s on a mission to help one million people write a meaningful, lasting letter to the people they love most. Blake shares the moment that shaped his entire life... more

YouTube

In this conversation, Ritik Malhotra shares his entrepreneurial journey, discussing his early passion for technology, the challenges of starting and scaling companies, and the importance of product-market fit. He emphasizes the need for small, resili... more

YouTube

In this conversation, Sten Morgan and Wendell Moon explore the dynamics of teamwork, leadership, and personal growth within a professional setting. They discuss the importance of open communication, trust, and vulnerability in fostering a supportive ... more

YouTube

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Recent Guests

Blake Brewer
Founder of the Legacy Letter and a speaker focused on helping people write legacy letters
Legacy Letter
Episode: 216 How to Strengthen Your Legacy with a Letter: Blake Brewer
Ritik Malhotra
Founder of multiple fintech companies, with experience in technology and financial advisory.
Episode: 215 From Passion to Profit: Ritik Malhotra's Journey
Wendell Moon
Director of Content for EAN and team member at Legacy
EAN
Episode: 214 Building Trust and Open Communication wtih Wendell Moon
Caleb Brown
Co-founder of New Planner Recruiting
New Planner Recruiting
Episode: 211 Addressing Head Trash Around Hiring with Caleb Brown
Roger Pine
Co-founder of HolistaPlan and former financial advisor
HolistaPlan
Episode: 210 How Technology Will Impact The Future of Financial Advice with Roger Pine
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

Host

Sten Morgan
Host of The Elite Financial Advisor Podcast. Sten is recognized as one of the nation's leading young financial advisors, bringing insights on practical approaches to advisory services and client relationships.

Reviews

4.8 out of 5 stars from 174 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.

The show is recognized for challenging common practices in the financial advisory industry and motivating personal growth.
The podcast is particularly valued by newer advisors seeking guidance on building their careers and effective client engagement strategies.
Many reviews highlight the enthusiastic and engaging presentation style of the hosts, which makes discussions relatable and inspiring.
Listeners appreciate the actionable advice and practical insights tailored for financial advisors.

Chart Rankings

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Talking Points

Recent interactions between the hosts and their guests.

216 How to Strengthen Your Legacy with a Letter: Blake Brewer
Q: What do you think holds people back from writing these letters?
Despite recognizing its importance, many don't take action due to emotional challenges and the simplicity of the task seeming difficult.
216 How to Strengthen Your Legacy with a Letter: Blake Brewer
Q: What was the biggest impact of the legacy letter on you?
The letter put into perspective how short my time here is and encouraged me to live for what matters.
213 There Is No Mission Without Margin
Q: How do we help business owners discover their purpose?
Helping people identify their passions and the issues that stir them can reveal their purpose, encouraging them to explore how they can make a meaningful impact.
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.

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?

Content primarily revolves around enhancing financial advisory practices, covering various dimensions like emotional intelligence, effective communication, leadership strategies, technology integration, and personal development. The discussions often feature esteemed guests such as financial service experts and successful entrepreneurs who share actionable insights on navigating client relationships and maximizing the value of advisory services. This show is particularly notable for its practical approach, encouraging listeners to implement lessons immediately in their careers, catering to both new and experienced financial advisors seeking growth and improvement within their practices.

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Which podcasts are similar to this podcast?

These podcasts share a similar audience with this podcast:

1. Financial Advisor Success
2. The Perfect RIA
3. The Efficient Advisor: Tactical Business Advice for Financial Planners
4. Huberman Lab
5. The Game with Alex Hormozi

How many episodes of this podcast are there?

this podcast launched 4 years ago and published 217 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. Blake Brewer
2. Ritik Malhotra
3. Wendell Moon
4. Caleb Brown
5. Roger Pine
6. Mark Osborne
7. Darryll Stinson
8. Jeremie Kubicek

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.

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