The Elite Financial Advisor Podcast With Sten Morgan

As a financial advisor, you are in a unique position. You likely started in the business by working for a large company, but you felt like a sole proprietor many days. Whether you stayed with a larger company or eventually left and started your own RIA, the reality of being a business owner never disappears. Here's the truth: You're a business owner when you're in this business. So, what do business owners do that sole proprietors don't? In other words, what do you need to do to build a business that has value, that provides excellent service, that is a great place to work, but also doesn't take every minute of your day and your thinking? How do you move from being an individual to thinking and acting like a business owner? In this episode, we are going to find out.   stenmorgan.com/30   Watch on YouTube

It's common knowledge that when an advisor switches companies, their third or fourth move is where they land and ultimately stay the longest. But why do advisors leave their company? And how do you land in a place where things are better than before? In this episode, we talk with an Elite Advisor Network member about his experience in the industry and how his parent's debt fueled his desire to have a different experience in his marriage. And perhaps most interesting is how Matthew chose to get into the business. We think you'll gain some practical insight that will help you as you develop in your career. Here is Andy's conversation with Matthew Williams. http://www.stenmorgan.com/29 http://www.stenmorgan.com/ean/    Watch on YouTube

In this episode, we are celebrating the milestone of reaching our 10,000th download by hearing from advisors like you. You will hear from four podcast listeners who have been interacting with Sten and his teachings, some for just a few months and others since the beginning of Elite Advisor Network at the start of 2021. Two years ago, our company, the Elite Advisor Network, was founded with a mission to help Financial Advisors learn how to charge for their advice and accelerate their growth in an industry that has struggled to keep up with the demand for paid advice. Since then, thousands of advisors have heard Sten’s message of getting paid your true value for your time and advice. So, here are four short interviews with advisors like you, who took what they learned and put it into action with some incredible results. Because here’s the thing, when someone has a platform and uses it to speak with authority, it’s healthy to ask this question…. “Does what they say work in the real world?” https://www.stenmorgan.com/28    Watch on YouTube

Every week we talk to advisors like you that want to improve their meetings with clients. Meetings are where you build the relationship with your client, where you show them what you know, where you learn what they need, and where you work together to achieve their goals. In this episode, we’ll give you a step-by-step guide on effective first meetings with your prospects. In episode #14, we discussed 7 Meeting Skills of Elite Advisors, but in this episode, we’re going to be hyper-focused on that first time you get to sit down with a prospect. If you’ve got other advisors that you think should learn these elite advisor skills, you can send them to StenMorgan.com/27, or you can get the comparison chart at StenMorgan.com/firstmeetingchart. If you’re ready to improve your first meetings, you’re in the right place. EAN Youtube Channel

In part one of How to use your advisor superpower, we identified what they are and why they’re so important if you want to become an elite advisor. In this episode, you’ll learn how to develop your superpower and why WHO you hire is the key to maximizing your strength. That concludes our discussion on Advisor Superpowers. We’d love to know what’s your superpower and what you do to develop and use it to help you grow your business. If this show has been helpful in your development as an advisor, can you help us out by leaving a review on iTunes? You can open Apple’s podcast app, find our show and leave a review there. Thanks again for listening and for being part of our community. We appreciate you very much. stenmorgan.com/26 EAN Youtube Channel

If you’re like most people, you appreciate a good superhero movie. They’re inspiring because they usually show someone that looks and talks like us but also has something more. They have a superpower. They’re relatable, but they’re also unique. As an advisor, you, too, should have a superpower. This isn’t niching down; it’s a skill that you are known for and then builds a team around to make it even more powerful. So what’s your superpower, and how can you use it to become an elite advisor? That’s exactly what you’re going to find out on today’s show. On our next episode, we’ll dive deeper into how to identify, develop and maximize your superpower. We hope you’ll join us for part two of Advisor Superpowers. Thanks again for listening and for being part of our community. We appreciate you very much. Find more at: stenmorgan.com/25

Have you ever been to an athletic event without a scoreboard? It’s confusing because the whole point of the game is to track the progress of each team. Knowing the score means everything. But when it comes to financial advisors, the industry usually doesn’t teach you how to keep score and what they tell you to measure isn’t an accurate way of knowing if you’re winning or not. So, in this episode, Sten breaks down what you should be measuring in your business, and he gives you a downloadable scorecard you can start using TODAY in your business. Video can be found at: stenmorgan.com/24   stenmorgan.com/scorecard

Welcome to Becoming an Elite Financial Advisor with Sten Morgan, where we help financial professionals like you recognize and reach your potential faster. Whether you’ve been in the business for a few years or a few decades, you’re listening to this show because you want to improve. Today’s guest is a great example of someone who has a healthy impatience that has helped them achieve some great results in just a few short years. This episode will also give you some insight into working with your spouse if you’ve ever considered that. Here’s my conversation with Patrick Rogers, a member of our Elite Advisor Network. Well, we hope you enjoyed today’s member conversation. If you’d like to be part of our community of elite advisors who are working to improve their life and business, then visit http://www.stenmorgan.com/ean/  One final note, we are taking a break for about a month as we make plans for our second season of the Becoming an Elite Financial Advisor show, with Sten Morgan. If you have ideas for future shows or a question you’d like Sten to answer on a future show go to StenMorgan.com/podcast and leave us a note there. Thanks again for listening, for being part of our community. We appreciate you, very much. stenmorgan.com/23 

There’s a common theme among the elite advisors Sten and Andy work with. Their administrator is also elite. Their admin and other support team members have characteristics that help the company grow because they balance the skills of their advisor. In this episode, you’ll learn three aspects of a proactive administrator. If your admin is great at these things, count your blessings and ensure they’re in a community where they can continue growing. If your admin lacks some of these skills, we’re here to help through our Level Up program.   stenmorgan.com/22  

Since you listen to this show, we know that you’re serious about self-improvement, but there’s a good chance you’re not paying attention to an area of your life that needs attention, your mental health. In this episode, Sten shares his ongoing path to better mental health and gives you simple questions to ask yourself to help uncover areas you can improve on your journey. Listen as we talk about what most people DON’T talk about in this industry. stenmorgan.com/21