

The Elite Financial Advisor Podcast With Sten Morgan
Sten Morgan
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.
Episodes
Mentioned books

Aug 19, 2022 • 22min
26. Advisor Superpowers, Part 2
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

Aug 12, 2022 • 26min
25. Advisor Superpowers, Part 1
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

Aug 5, 2022 • 27min
24. The Company Scorecard: How to keep score in your financial services business
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

Jul 29, 2022 • 33min
23. EAN member interview w/ Patrick Rogers: How to make changes quickly in your business
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

Jul 22, 2022 • 27min
22. Elite Admins Are Proactive
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

Jul 15, 2022 • 24min
21. The Unspoken Self-Improvement Blindspot
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

Jul 8, 2022 • 26min
20. You Have A Superpower
Our culture is fascinated with the idea of superheroes. They look normal, but they can do things normal humans simply can’t do. Beyond the Marvel Universe, what if you had a superpower? And what if that superpower was the key to you becoming an elite advisor? In this episode, Sten and Andy share seven advisor superpowers and how you can utilize yours to become an elite advisor. stenmorgan.com/20

Jul 1, 2022 • 31min
19. Wes Young - How to attract the right clients and manage a large virtual team
In this episode, Andy interviews Elite Advisor Member, Wes Young. Wes has had a 100% virtual practice since before it was cool to have a 100% virtual practice. He’s found tremendous success as an advisor and manages a growing team of advisors, paraplanners, and support staff. One of Wes’ superpowers is in how he explains what he does in such a way that ideal clients are drawn to work with him. We discuss that method and more in this episode. stenmorgan.com/19

Jun 24, 2022 • 22min
18. How do you keep planning clients happy year-round?
Sten and Andy have helped hundreds of advisors to start charging for their advice, but this is the number one objection we get from those who haven’t started charging. How do you keep a paid planning client happy throughout the year? In this episode, Sten will answer that question with several practical things you can do to get paid planning clients and keep them happy throughout the year, all the way up to the time for them to renew. If you’re ready to start getting paid for your advice, go to eadvisornetwork.com and check out our How To Charge For Your Advice. The average price for an advisor’s first paid plan after going through our program is $3,000, so it pays for itself right away. stenmorgan.com/18

Jun 17, 2022 • 18min
17. How do you provide value when the market does not?
The market is down, a lot. At times like this, do you worry that clients will call you, upset with the market and your work on their behalf? Is there any way to avoid getting those calls? Is there a way to be known for more than just moving money around inside the market? In this episode, Sten shares four ideas on how to provide value when the market does not. stenmorgan.com/17


