The Elite Financial Advisor Podcast With Sten Morgan

In this episode of Elite Advisor Podcast, Sten Morgan sits down with Liam Hanlon of Jump to talk about how AI is reshaping the advisor's day, and whether it can close the coming 100,000-advisor shortage without replacing the human. They discuss why advisor AI adoption flipped from dead last to mainstream, how to use AI for effectiveness and not just efficiency, and how financial advisors can w...

In this episode of Elite Advisor Podcast, Sten Morgan sits down with his own Associate Advisor, Kyle Francis, to talk about how to bring a young advisor onto your team and level them up fast without burning them out. They discuss the real bottleneck that keeps advisors stuck, the mentorship ladder that turns a hire into a high performer, and how financial advisors can build a team instead of stayi...

In this episode of Elite Advisor Podcast, Sten Morgan sits down with John Gatewood to talk about how communication mastery, not technical knowledge, has become the real differentiator for elite advisors in the age of AI. They discuss listening so clients feel truly heard, speaking with the conviction that motivates people to act, and how financial advisors can build the authentic connection that A...

In this episode of Elite Advisor Podcast, Sten Morgan sits down with Jeremie Kubicek to talk about how the Five Voices framework reshapes the way you lead, communicate, and connect - starting with the one voice you were built to lead from. They discuss knowing your foundational communication voice, speaking the language of every client and team member, and how financial advisors can build deeper t...

In this episode of Elite Advisor Podcast, Sten Morgan sits down with Shannon Reid to talk about how the role of the financial advisor is shifting from pure investment management to holistic life planning and how top-tier firms are leveraging AI to reclaim time for human-centric service. They discuss the transition from investment-led to advice-led models, maintaining structural authority in a tech...

In this episode of Elite Advisor Podcast, Sten Morgan sits down with Holden Fox to talk about how to transition from a group of solo advisors sharing expenses to a unified, scalable organization by focusing on specialization, operational efficiency, and the build-first growth model. They discuss the transition from siloed advisors to unified operations, maximizing advisor capacity through extreme...

In this episode of Elite Advisor Podcast, Sten Morgan sits down with Wendell Moon to talk about the internal and external evolution required to move from being a high-capacity producer to a visionary leader who rejects the industry’s broken status quo. They discuss the transition from producer to leader, overcoming the savior complex in business, and how financial advisors can evolve from a solo p...

In this episode, Sten Morgan sits down with Wes Young and Gavin Filasek to unpack the prospecting spectrum — from the early “brute force” days of calling anyone who would listen, to building a more mature system where value, referrals, niche expertise, and better communication create momentum. They discuss why early advisors need reps, why language matters, how to answer “what do you do?” in a way...

In this episode, Sten sits down with H. Adam Holt—founder of Asset-Map, former top-producing financial advisor, and industry innovator who has helped thousands of advisors simplify how they deliver financial advice. Adam shares his journey from struggling early in the business—making just $11,000 his first year—to building a billion-dollar practice and eventually creating Asset-Map, now used by ov...

In this episode, Sten sits down with Austin Harris to talk about his path from personal training into financial advice, why Edward Jones appealed to him early in his career, and how his philosophy evolved from simply finding clients to serving them deeply. Austin shares how structure, mentorship, and hard work helped him build momentum early, especially when family pressure forced him to make the...

In this episode, Sten sits down with Angie Herbers to talk about what really causes advisory firms to stall, break, or lose momentum as they grow. Angie shares how her unusual start in the industry led her into consulting, why communication skills matter more than most firms realize, and what separates firms that keep moving from firms that stay stuck in meetings and indecision. They also unpack s...

In this episode, Sten sits down with Terri Kallsen, CFP to talk about the seasons of a career, the role values play in long-term success, and how advisors can grow by combining technical skill with human connection. Terri shares how her path moved from analytics and problem-solving into financial planning, leadership, and coaching — and why every season of her career prepared her for the next. The...

In this episode, Sten sits down with Ed Slott, CPA and CEO, to unpack why advanced retirement tax planning is one of the clearest ways for advisors to differentiate themselves, add real value, and attract bigger clients. Ed shares how he moved beyond commodity tax prep work, found his edge in IRA distribution rules, and built a career by going deep where others stayed general. Together, they discu...

In this episode, Justin Louis shares his journey from a career-changing outsider to a partner at a $1B+ firm — and how rejecting the traditional “salesperson” identity helped him build a more sustainable and authentic advisory career. Justin breaks down how early advisors can avoid the trap of chasing activity and instead focus on building a repeatable growth process, defining their ideal client,...

In this special replay, we’re bringing together some of the most impactful moments from Sten Morgan’s conversations with Michael Kitces — a true “best of” around growth, leadership, and what it really takes to scale. Every advisory business eventually hits a ceiling—and it’s rarely a marketing problem, a team problem, or a strategy problem. It’s a leadership problem. In this episode, Sten and Mich...

In this conversation, Jeff shares his journey from considering a career in medicine to finding his passion in financial advisory. He discusses the importance of viewing oneself as a professional, the value of time and expertise, and the significance of building strong client relationships. Jeff emphasizes the need for specificity in targeting audiences and the power of effective communication in t...

In this conversation, Omani Carson and Sten Morgan zoom out from the usual “advisor growth” talk and into the deeper forces shaping the future: accelerating change, widening inequality, and a shift toward  conscious capitalism —profit that also aligns with people, community, and the planet. Omani argues this is still an incredible time to be a financial advisor, but only for those who invest in  c...

In this podcast episode, Sten Morgan interviews Michelle Lynch, a seasoned professional at Raymond James, who shares her journey from marketing to leadership in the financial advisory space. They discuss the importance of building relationships with clients, the core skills necessary for successful advisors, and the evolving landscape of financial planning. Michelle emphasizes the need for advisor...

In this conversation, Sten Morgan and Brad Stinson explore the significance of emotional intelligence in personal and professional development. Brad shares his journey from being an elite athlete to a leader in emotional intelligence, emphasizing the importance of understanding and regulating emotions for effective leadership. They discuss the common stigma around emotional health, the need for co...

Sten sits down with April Rome to unpack the uncomfortable truth about growth in advisory firms: most advisors don’t build operations — they  assume it’s handled  until systems hit capacity and break. April explains the common traps (too much tech, broken processes, no SOPs, messy data) and why firms must  simplify, systematize, and stress-test capacity  before turning on growth. They share how Le...

Mark shares how he accidentally entered the advisory industry, then quickly realized the real work isn’t portfolio construction — it’s  communication, process, and helping people make decisions . He walks through a brutal season of 2025 where he lost clients month after month, hit a professional low point, and used that pressure to refine a  clear, structured planning process . That clarity (plus...

In this episode,  Sten Morgan  sits down with   Alex Kirby , founder of Total Family, the company behind FamilyOS, a legacy platform built for wealth advisors.   Total Family  helps advisors support families in defining Values, Purpose, and Roles, and preserving stories and legacy so families can pass on more than wealth across generations. https://www.totalfamily.io/ They unpack why legacy work i...

In this episode,  Sten Morgan  sits down with Nashville-based connector and entrepreneur  Dave Castro  to tackle a hard truth:  financial advisors should be among the best networkers in the market… but often they’re among the worst. Dave breaks down why traditional networking (showing up, exchanging cards, and asking for referrals) fails most advisors—and how to flip the script by becoming a  rela...

Sten interviews  Adam Correa, CFP® , Vice President of Financial Planning at  LPL , who supports financial planning adoption across a massive advisor network (30,000 advisors, 2,000+ 1:1 engagements, 500+ presentations). Adam shares his unconventional path into financial advice—starting in fintech at eMoney, becoming an advisor, then transitioning into an LPL home office coaching role focused on h...

In this conversation,  Sten Morgan  sits down with  Dr. Jarrod Spencer , a concierge health and sports psychologist who works with elite performers—from pro athletes and championship teams to high-level executives. Jared breaks down the difference between “mental” work (thought-based) and “emotional” work (body-based), and why  emotional energy  is the real fuel behind health, leadership, and perf...