The Elite Financial Advisor Podcast With Sten Morgan

In this conversation, Sten and George discuss the challenges and opportunities for financial advisors working with business owners. They explore the importance of understanding business value, the role of advisors in driving growth, and the need for strategic conversations that educate business owners about their assets. George shares frameworks and methodologies that can help advisors engage effectively with business owners, emphasizing the need for relevance and value in advisory relationships.Key TakeawaysAdvisors need to relate to business owners as fellow business owners.Understanding the emotional connection business owners have with their businesses is crucial.Advisors should focus on educating clients about their business value.Creating a framework for discussions can enhance client engagement.Business owners often have unrealistic expectations about their business valuations.Advisors should charge for their time and expertise, not just for products.The earlier business owners start planning, the better their outcomes will be.Strategic capacity is key to sustainable business growth.Advisors can create relevance by discussing business assets and their value.Value conversations are more impactful than commodity conversations.https://gobeelite.com/

In this episode, Sten Morgan explains why revenue is the most critical resistance point for financial advisors. He shares the value-first prospecting framework, which helps advisors attract ideal clients, build efficient financial plans, and create sustainable revenue systems. The conversation includes both short—and long-term strategies for driving consistent growth.Key TakeawaysRevenue solves most business problemsKnow your ideal clientLead with value to earn trustTargeted prospecting beats the shotgun approachPeople will pay for real valueEfficient planning drives revenueSustainable systems win long-termhttps://gobeelite.com/

Discover the innovative RESIST framework, designed for financial advisors to tackle common challenges. It covers six critical areas, including revenue, execution, and mindset, urging advisors to focus on one at a time for greater growth. Learn how effective leadership and client engagement can transform your practice. Explore the speaker's personal journey to confidence and the importance of a supportive team in overcoming resistance. Continuous improvement and scalable systems are highlighted as essential for long-term success.

In this conversation, professional golfer Ben Crane shares insights into the mindset and mental training required to excel in golf and business. He discusses the importance of swing thoughts, mental rehearsals, and the need for accountability and a supportive team. Crane emphasizes that growth comes from feedback and humility, and he reflects on personal challenges and the role of trauma in shaping success. The discussion highlights the parallels between high-level sports and business, focusing on the necessity of mental toughness and intentionality in achieving excellence.Key Takeaways:Swing thoughts are crucial for improvement.Mental training is as important as physical training.You fall to the level of your training in pressure situations.Having a supportive team enhances performance.Feedback is essential for growth and development.Mindset work is a continuous process.https://gobeelite.com/

In this conversation, Taylor Schulte shares his journey from finance to marketing within the financial advisory space. The discussion covers the necessity of creating scalable marketing systems, building effective marketing funnels, and understanding the roles of top and middle funnel strategies in attracting and engaging clients. Schulte provides practical insights for financial advisors looking to enhance their marketing efforts and grow their businesses sustainably. TakeawaysAdvisors need to have marketing skills or outsource them.It's important to have a system for marketing, just like for financial planning.Creating a single effective marketing funnel can lead to sustainable growth.Top-of-funnel activities are crucial for awareness.Nurture leads through consistent and valuable email content.Value-driven content is essential for email opt-ins.Direct calls to action are necessary for client engagement.https://gobeelite.com/

In this episode, Sten Morgan discusses the evolving landscape of financial planning, emphasizing the importance of mindset shifts, overcoming limiting beliefs, and the necessity of charging for financial advice. They explore the transformation from traditional product-selling to a more holistic approach that values time and expertise. The conversation highlights practical strategies for building confidence, improving communication skills, and understanding true financial planning, ultimately encouraging advisors to embrace their worth and the changing dynamics of the industry.Key Takeaways:Clients are willing to pay for financial advice and expertise.Overcoming limiting beliefs is crucial for professional growth.Building confidence and communication skills is essential for success.Charging for financial advice can enhance client relationships and respect.Advisors should not fear losing business by charging fees.The financial advisory industry is evolving, and advisors must adapt to stay relevant.https://gobeelite.com/

Joined by the team at Move Health, we explore tools and solutions that make healthcare planning not only easier but a growth opportunity for your practice.You’ll hear why you should be the one initiating these conversations—and how doing so can instantly set you apart, deepen client trust, and add tremendous value. In this episode, we dive into one of the most overlooked yet high-impact areas of financial planning: healthcare. Whether it’s navigating Medicare, estimating retirement healthcare costs, or helping clients avoid costly coverage gaps, this conversation unpacks the strategies advisors need to proactively guide their clients.We cover:Why healthcare planning matters more than everHow to make Medicare a natural part of your retirement planning processTools that let you run healthcare cost projections in minutesReal-world strategies for turning this topic into client engagement goldIf you've ever said, “I need some help in this category for my practice,” this is the episode you can’t afford to miss.Links to resources:The Key to Growth for Financial Firms: Healthcare Planning: https://tinyurl.com/6w28v2akHealthcare Planning 101: A Starter Guide for Financial Advisors: https://tinyurl.com/3kzzevv4The Basics - Resources: https://tinyurl.com/jhnthy2yQuestions? Book a call here: https://tinyurl.com/4t3e924bGoBeElite.comhttps://gobeelite.com/

In this conversation, Sten explores the complexities of leadership, particularly the balance between maintaining a positive outlook and being realistic about challenges. Sten discusses the importance of open communication, vulnerability, and authenticity in fostering a healthy team dynamic. The conversation emphasizes the need for leaders to engage in difficult conversations, lead with curiosity, and create a culture where team members feel safe to express their frustrations and ideas. Effective leadership is about being steady and transparent while motivating the team towards common goals.Takeaways:It's not a gift to your team to always say everything's wonderfulThe healthiest teams are more real with their strugglesLeaders should balance positivity with realismCuriosity is key in difficult conversationsOverly optimistic leaders can avoid pivotal conversationsCreating a culture of open communication is essentialVulnerability and authenticity build trust in leadershipSetting clear expectations helps in managing team dynamicsLeaders must confront challenges to foster growthEffective leadership requires self-awareness and emotional intelligencehttps://gobeelite.com/

In this episode, EAN shares his top five takeaways from the Alex Hormozi event, focusing on the importance of identifying constraints, prioritizing revenue, trading novelty for loyalty, understanding data risk, and optimizing the hiring process. takeawaysYou need to find your main constraint.Focus on revenue at all costs.Trade novelty for loyalty.Data risk is huge; make data-driven decisions.Your hiring process can make or break your business.Don't get distracted by smaller projects.70% of your time should be on what works.Have a clear job description and KPIs for hires.Consider paying potential hires for project work before employment.https://gobeelite.com/

In this episode, Rick Hu shares his journey from aspiring investment banker to top-performing financial planner at Northwestern Mutual. He opens up about the early struggles, the mindset shift that led him to embrace fee-based planning, and the importance of communication and education in serving clients well. Rick breaks down how advisors can stand out in a crowded industry—by focusing on value, not just products. If you're looking to evolve your practice and lead with impact, this conversation is a must-listen.Top 10 Takeaways from Rick Hu’s InterviewFrom Products to Planning: Rick shifted from selling financial products to leading with education and fee-based planning—transforming client trust and results.Mindset Is Everything: His breakthrough came when he moved from a scarcity mindset to one of abundance, focusing on client outcomes instead of commissions.Client Growth Follows Value: Once Rick prioritized education over sales, his client base grew rapidly and sustainably.Fee-Based = Trust: Charging for advice changed the dynamic—clients respected him more, engaged deeper, and viewed him as a true partner.Early Struggles Are Normal: Rick openly shares his rough start—cold calls, rejection, and doubt—but shows how persistence and self-awareness changed everything.Communication Wins: Mastering how to explain planning concepts clearly led to faster conversions and stronger relationships.Support Systems Matter: Having the right team and mentorship was crucial to scaling and staying grounded.The Industry Needs a Shift: Rick believes the future of financial planning is client-centered, transparent, and education-driven—not product-driven.Integrate Insurance + Investments: Holistic planning, not silos, gives clients the best outcomes—and builds advisor credibility.Comfort Kills Growth: Rick warns that getting too comfortable can cap your potential—advisors must stay hungry, humble, and always learning.GoBeElite.com