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 | 212 | Founded | 4 years ago |
|---|---|---|---|---|---|
| Number of Listeners | Categories | EntrepreneurshipBusinessMarketing | |||
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Latest Episodes
In this conversation, the speakers delve into the intricacies of financial planning and advisory practices, discussing the evolution of their careers, the importance of communication skills, and the challenges faced by financial advisors. They explor... more
In this conversation, Caleb Brown discusses the challenges and strategies in hiring within the financial planning industry. He shares his journey into the field, the importance of hiring the right talent, and the role of paraplanners. The discussion ... more
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
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
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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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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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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. Kitces and Carl - Real Talk for Real Financial Advisors
3. Barron's Advisor
4. Animal Spirits Podcast
5. Small Business Tax Savings Podcast
How many episodes of this podcast are there?
this podcast launched 4 years ago and published 212 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. Caleb Brown
2. Roger Pine
3. Mark Osborne
4. Darryll Stinson
5. Jeremie Kubicek
6. Brady Weller
7. Don Connelly
8. Dr. Joe Hill
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.