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
Apr 1, 2022 • 31min
6. Five Advisor Stages - Thriving
The risks of the Thriving stage The characteristics of the Thriving stage How relationships are affected by the Five Advisor Stages The risk of being intoxicated with success The one roadblock to achieving Thriving https://www.stenmorgan.com/6
Mar 25, 2022 • 29min
5. Five Advisor Stages - Comfortable
How to determine what stage you are at Identifiers of the Comfortable stage The benefits of being in the Comfortable stage How to advance out of the Comfortable stage For show notes and more: https://www.stenmorgan.com/5
Mar 18, 2022 • 26min
4. Five Advisor Stages - Maturing
How advisors try to level up The shift to a business owner mindset The importance of client segmentation The benefits of a practice manager How Sten was able to leave the maturing stage How Sten utilizes his COI network Level up steps For show notes and more: https://www.stenmorgan.com/4
Mar 11, 2022 • 20min
3. Five Advisor Stages - Stable
The Value of the 5 Stages of an Advisor Key Indicators of the Stable Stage An Elite Stable Advisor characteristics Investing in your business Why people leave at this stage How to move to the next level For show notes and more: https://www.stenmorgan.com/3
Mar 4, 2022 • 42min
2. Five Advisor Stages - Rookie
The 5 Stages of an Advisor Stage 1 - The Rookie Stage Daily thought life of a Rookie Rookie’s Prospecting steps That your ideas have value How to move out of the Rookie stage For show notes and more: https://www.stenmorgan.com/2
Mar 4, 2022 • 33min
1. Sten's Unlikely and Unfinished Path To Success
Who is Sten Morgan? How Sten changed his mindset How Sten is helping other advisors Andy’s role in the Elite Advisor Network Why did Andy and Sten start the Sten Morgan Podcast What else do we offer The next five episodes will cover the five stages of The Advisor Path For show notes and more: https://www.stenmorgan.com/1
