The Elite Financial Advisor Podcast With Sten Morgan

Today we’re diving into one of the most important — and most avoided — skills for advisors: communication. Specifically, how do you talk to clients during a down market? Sten shares what he’s doing at Legacy and gives practical advice on how often to reach out, what to say, and why sharpening this superpower can set great advisors apart.GoBeElite.com

In our latest podcast episode, Sten sits down with Jamie—a financial advisory expert with over 20 years of experience—to unpack what it really takes to build an enduring, team-driven business.They cover:Leadership and team dynamicsMindset shifts at every stageMoving from solo practice to sustainable firmHow to build structure that supports growthIf you're ready to lead with more clarity and scale with intention, this episode is a must-listen.Listen now [insert link].P.S. We’ve made big upgrades inside the community—new content, VIP access, and a full-time community manager. Now’s the time to re-engage. EAN Community

Excited to share that Episode 175 of the podcast is now live! Here’s what it’s all about:Challenges faced by financial advisors in marketingSignificance of personal branding in building client trustCommon marketing pitfalls and mistakes to avoidThe role of consistent communication in client retentionNavigating compliance issues in financial marketingCreating a strong digital footprint and online presenceEncouragement for advisors to take strategic marketing actionsMarketing strategies tailored for financial advisors, addressing challenges like compliance and the need for a structured marketing plan.https://www.barnummarketingagency.com/

Excited to share that Episode 174 of the podcast is now live! Here’s what it’s all about:The Industry is EvolvingAging advisor populationWealth transfer to women by 2030Shift from investment management to true financial planningWhy This MattersAdvisors who adapt will create more value and opportunityClients are more willing than ever to pay for planning—but only if we present it the right wayThere’s a clear path from being a traditional advisor to becoming a trusted consultantInside the EpisodePersonal stories about missed opportunities (like Bitcoin)Clear examples of how to shift from product sales to planningTips on how to talk about your value and charge for your expertiseTune InIf you want to stay relevant and thrive in a changing market, this episode is a must-listenLet me know what stands out to you—we’d love your feedback!To Your Success, Sten J. Morgan, CFP®, ChFC®http://www.HowToChargeLive.com__https://eadvisornetwork.com/podcast/Sten Morgan, CFP, ChFC, is a leading voice in the financial services industry and one of the most accomplished young advisors in the country. He founded Legacy Investment Planning at age 25 and was named a "40 under 40" advisor by Investment News at age 30. As president of Legacy, he strives to effect positive change in the industry, coach and support other advisors, and bring true value and vision to his clients. In 7 Mindsets of Success: What You Really Need to Do to Achieve Rapid, Top-Level Success (Morgan James Publishing, February 2017), he shares tips and advice for building a successful business, including the seven mindsets that helped him become a top financial advisor with his own firm at such a young age.Sten J. Morgan, CFP®, ChFC®

Finding the right talent is one of the biggest challenges in the financial advisory industry. In our latest podcast episode, we dive deep into the recruiting process with an expert who transitioned from financial advisor to recruiting specialist.Here’s what we cover:Challenges in talent acquisition within the financial advisory industryImportance of consistent lead generation for recruitingBuilding a strong company culture to attract talentCommon pitfalls in hiring and the need for a robust candidate pipelineEffective onboarding processes for new hiresWhen to seek external help for recruiting needsIf hiring and retention are top of mind for you, this episode is a must-listen!Steve Perry socials:Email: steve@emailthewell.comWebsite: https://thewell.solutionsFree Success Blueprint: https://hirethewell.comLinkedIn: https://linkedin.com/in/realsteveperryInstagram: https://instagram.com/real.steve.perryYouTube: https://youtube.com/@RealStevePerryFacebook: https://facebook.com/real.steve.perry.facebook

In this insightful discussion, Erin Botsford shares her remarkable journey from a challenging upbringing to becoming a successful financial advisor and coach. She highlights the role of adversity in shaping resilience and emphasizes finding one's purpose in financial advising. Erin also tackles the importance of risk management, especially for business owners, and offers strategies for effective client interactions. Her personal stories underline the value of accountability and communication skills in building strong relationships with high-net-worth clients.

Download the visual guide we discuss in this episode so you can introduce financial planning to your existing clients. Step 1: Join the free EAN Community (or log in if you already have an account)Step 2: Visit the Free Community Forum to get your free PDFJoin the Community: https://community.eadvisornetwork.com/join?invitation_token=af799727a3d8b40734f638331c43d1b33dbeb49c-fb8f31ad-41e8-413e-a3dd-225192ca2f44Access the downloadable free visual guide:https://community.eadvisornetwork.com/c/community-forum/discover-the-financial-planning-resource-from-ean-podcast-episode-171There are six ways to introduce planning to existing clients. You will use multiple ways as you move clients toward planning.Plant the seedReference regularlyMake it inevitable Don’t assume for themPlans are never freeMake it visual

Libby Greiwe is an experienced financial advisor who shares with us the crucial role of client service and effective processes in the financial advisory business. Libby emphasizing how becoming a mother motivated her to streamline her operations and enhance client experiences. She highlights the importance of the first 90 days in client onboarding, breaking it down into three layers: practical tasks, setting expectations, and building human connections. Libby offers actionable strategies for advisors to improve their onboarding processes, ultimately fostering long-term client relationships and business growth.Connect with Libby on LinkedIn (https://www.linkedin.com/in/libby-greiwe/) Learn more about The Efficient Advisor here (https://www.theefficientadvisor.com/)

We have 18 seats left for April’s How To Charge LIVE Workshop. Get your tickets at http://www.HowToChargeLive.comIn this episode, host Sten sits down with Myles Laroux to talk about his journey in the financial advising industry. Without a traditional finance background, Myles shares how he carved out a successful career through hard work, adaptability, and the right mentorship. He opens up about the challenges of bringing new talent into the business and why creating a supportive environment is so crucial. Myles highlights the power of grit, tenacity, and embracing an owner’s mindset, encouraging young professionals to go all in on their careers. This conversation is all about the importance of providing real value, building strong relationships, and continually growing to find success as a financial advisor.

Stop listening to success stories and become one. Tickets are on sale for our April 2025 How To Charge LIVE Workshop. http://www.HowToChargeLive.comIf you want a successful planning business then we guarantee we will help you achieve that.​​ These advisors overcame their skepticism and feelings of imposter syndrome through our How To Charge LIVE Workshop to sell plans QUICKLY after our workshop.