Rephonic
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.

PublishesWeeklyEpisodes202Founded4 years ago
Number of ListenersCategories
BusinessMarketingEntrepreneurship

Listen to this Podcast

Artwork for The Elite Financial Advisor Podcast With Sten Morgan

Latest Episodes

In this engaging conversation, Duane Murray shares his journey from healthcare to church leadership and ultimately to coaching business owners. He emphasizes the importance of purpose in work, the challenges leaders face in balancing people and proce... more

YouTube

In this engaging conversation, Carl Richards shares his insights on the importance of conversations in financial planning, the journey of personal growth, and the role of resistance in achieving success. He emphasizes the need for authenticity in fin... more

YouTube

We’ve hit a big milestone — 200 episodes! In this special episode, Sten invites four past guests to dive deep into one of the biggest challenges advisors and entrepreneurs face every day: RESISTANCE.

Dr. David Touhill, Dr. Josh Axe, Rick Hu, and Wes... more

YouTube

In this conversation, Matt Mosich shares his journey from being a successful financial advisor to becoming a communication expert. He emphasizes the critical role of communication in building relationships and achieving success in the financial advis... more

YouTube

Key Facts

Accepts Guests
Contact Information
Podcast Host
Number of Listeners
Find out how many people listen to this podcast per episode and each month.

Similar Podcasts

People also subscribe to these shows.

Kitces and Carl - Real Talk for Real Financial Advisors
Kitces and Carl - Real Talk for Real Financial AdvisorsMichael Kitces, MSFS, MTAX, CFP and Carl Richards, CFP
The Perfect RIA
The Perfect RIAMatthew Jarvis, CFP® & Micah Shilanski, CFP®
Barron's Advisor
Barron's AdvisorBarron's Advisor

Recent Guests

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
Wesley Young
Entrepreneur and business coach focused on overcoming resistance
Wealth Management Services
Episode: 200th Episode! Real Stories of Overcoming Resistance with Dr. David Touhill, Dr. Josh Axe, Rick Hu & Wesley Young
Matt Mosich
Professional speaking coach and former financial advisor
Episode: 199 Communication as a Superpower for Advisors with Matt Mosich
Gary McClure
Consultant and friend of Sten Morgan, with extensive experience in business consultancy.
Thrivance
Episode: 198 Systems Are More Exciting (and Important) Than You Know with Gary McClure
Steve Sanduski
Coaching expert and host of the Barron's Advisor Podcast
Barron's Advisor Podcast
Episode: 197 How Thinking Drives Decisions and Success
Duncan McPherson
Creator of the Pareto System with over 30 years of experience in the financial services industry
Pareto Systems
Episode: 195 Is your current path costing you more than it's creating?
Dr. Jay Cleveland
A longevity doctor in Nashville, Tennessee
Episode: 193 Better health makes you a better advisor

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 170 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
    10 months 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 Statesa year 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

How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.

Talking Points

Recent interactions between the hosts and their guests.

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.
199 Communication as a Superpower for Advisors with Matt Mosich
Q: What are the most common communication challenges you see with financial advisors?
Clarity in what they're saying and adapting communication to different audiences are major obstacles.
199 Communication as a Superpower for Advisors with Matt Mosich
Q: What was your career path before becoming a speaking coach?
I started as a financial advisor, found success, but transitioned to a passion for improving communication skills.
193 Better health makes you a better advisor
Q: What would you say is the best thing people could be doing tomorrow to ensure the biggest impact?
Prioritize getting at least seven hours of quality sleep each night.
193 Better health makes you a better advisor
Q: What are you seeing with your patients that are kind of high performers, type A people?
They are often overworked to the point of neglecting their health, showing signs of drifting into unhealthy habits despite appearing fine on the outside.

Audience Metrics

Listeners, social reach, demographics and more for this podcast.

Listeners per Episode
Gender Skew
Location
Interests
Professions
Age Range
Household Income
Social Media Reach

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.

Where can I find podcast stats for this podcast?

Rephonic provides a wide range of podcast stats for this podcast. We scanned the web and collated all of the information that we could find in our comprehensive podcast database. See how many people listen to this podcast and access YouTube viewership numbers, download stats, audience demographics, chart rankings, ratings, reviews and more.

How many listeners does this podcast get?

Rephonic provides a full set of podcast information for three million podcasts, including the number of listeners. View further listenership figures for this podcast, including podcast download numbers and subscriber numbers, so you can make better decisions about which podcasts to sponsor or be a guest on. You will need to upgrade your account to access this premium data.

What are the audience demographics for this podcast?

Rephonic provides comprehensive predictive audience data for this podcast, including gender skew, age, country, political leaning, income, professions, education level, and interests. You can access these listener demographics by upgrading your account.

How many subscribers and views does this podcast have?

To see how many followers or subscribers this podcast has on Spotify and other platforms such as Castbox and Podcast Addict, simply upgrade your account. You'll also find viewership figures for their YouTube channel if they have one.

How many episodes of this podcast are there?

this podcast launched 4 years ago and published 202 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

How do I contact this podcast?

Our systems regularly scour the web to find email addresses and social media links for this podcast. We scanned the web and collated all of the contact information that we could find in our podcast database. But in the unlikely event that you can't find what you're looking for, our concierge service lets you request our research team to source better contacts for you.

Where can I see ratings and reviews for this podcast?

Rephonic pulls ratings and reviews for this podcast from multiple sources, including Spotify, Apple Podcasts, Castbox, and Podcast Addict.

View all the reviews in one place instead of visiting each platform individually and use this information to decide if a show is worth pitching or not.

How do I access podcast episode transcripts for this podcast?

Rephonic provides full transcripts for episodes of this podcast. Search within each transcript for your keywords, whether they be topics, brands or people, and figure out if it's worth pitching as a guest or sponsor. You can even set-up alerts to get notified when your keywords are mentioned.

What guests have appeared on this podcast?

Recent guests on this podcast include:

1. Duane Murray
2. Carl Richards
3. Dr. Josh Axe
4. Wesley Young
5. Matt Mosich
6. Gary McClure
7. Steve Sanduski
8. Duncan McPherson

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.

Find and pitch the right podcasts

We help savvy brands, marketers and PR professionals to find the right podcasts for any topic or niche. Get the data and contacts you need to pitch podcasts at scale and turn listeners into customers.
Try it free for 7 days