The Elite Financial Advisor Podcast With Sten Morgan

In this episode,  Sten Morgan  sits down with  Blake Brewer , the founder of  Legacy Letter , who’s on a mission to help  one million people  write a meaningful, lasting letter to the people they love most. Blake shares the moment that shaped his entire life: at 19, while snorkeling with his dad in Hawaii, his father drowned in treacherous waters. Hours later, Blake’s mom handed him a letter his d...

In this conversation, Ritik Malhotra shares his entrepreneurial journey, discussing his early passion for technology, the challenges of starting and scaling companies, and the importance of product-market fit. He emphasizes the need for small, resilient teams during the ideation phase and the significance of clear communication and leadership styles. Malhotra also provides insights for financial a...

In this conversation, Sten Morgan and Wendell Moon explore the dynamics of teamwork, leadership, and personal growth within a professional setting. They discuss the importance of open communication, trust, and vulnerability in fostering a supportive work environment. The dialogue delves into the challenges of navigating personal and team friction, the significance of setting clear expectations, an...

In this conversation, Sten Morgan and Duane Murray explore the critical relationship between mission and margin in business. They discuss how entrepreneurs can balance their desire to give back with the need for financial sustainability. Duane shares his journey from healthcare to coaching business leaders, emphasizing the importance of purpose and passion in driving success. The discussion highli...

In this conversation, the speakers delve into the intricacies of financial planning and advisory practices, discussing the evolution of their careers, the importance of communication skills, and the challenges faced by financial advisors. They explore the significance of charging for financial planning services, the role of technology in enhancing efficiency, and the dynamics of hiring and team ma...

In this conversation, Caleb Brown discusses the challenges and strategies in hiring within the financial planning industry. He shares his journey into the field, the importance of hiring the right talent, and the role of paraplanners. The discussion also covers the demand for talent, the hiring process, and the challenges that come with it. Caleb emphasizes the need for firms to be proactive in th...

The conversation explores the evolving role of financial advisors, emphasizing the importance of valuing financial advice beyond mere transactions. The speakers discuss the need for a mindset shift among advisors to recognize the intrinsic value of financial planning, regardless of a client's immediate financial capacity. They advocate for a more inclusive approach to financial advice, where e...

This conversation delves into the reasons behind seller hesitation in business transactions, particularly focusing on the identity crisis that sellers face post-sale. Mark Osborne emphasizes the importance of financial advisors in helping sellers navigate their options and develop a clear plan for life after selling their business, which can instill confidence and reduce the likelihood of deals fa...

In this conversation, Darryll Stinson shares his transformative journey from being a high-level athlete to a speaker and advocate for mental health and personal growth. He discusses the impact of pain and purpose on change, the importance of storytelling in personal growth, and how emotional clarity can enhance leadership. Stinson emphasizes the need for financial advisors to connect their impact...

In this conversation, Tim Smith shares his journey from being an actor to becoming a successful financial advisor. He discusses the importance of having a strategic plan, the need for effective communication skills, and the value of mentorship in navigating the financial advisory landscape. Tim emphasizes the significance of personal development and self-awareness, as well as the challenges of tra...

In this conversation, Jeremie shares his transformative life experiences that led to a significant shift in his purpose and ambition. He discusses the importance of understanding one's needs versus wants, the concept of the Peace Index, and how personal leadership plays a crucial role in self-reflection and growth. Jeremie emphasizes the idea of leadership as being akin to a Sherpa, guiding ot...

In this episode, Brady Weller discusses the importance of tax strategies, particularly focusing on Qualified Small Business Stock (QSBS) as a powerful tool for tax exemption. He emphasizes the need for financial advisors to distinguish themselves by offering creative ideas and understanding the nuances of tax planning. The conversation covers the benefits of C-Corps versus LLCs, the significance o...

In this conversation, Don Connelly shares his extensive experience in financial advising, emphasizing the importance of storytelling, communication skills, and building authentic connections with clients. He discusses how emotional intelligence and charisma play crucial roles in establishing trust and rapport, ultimately leading to successful client relationships. Connelly provides practical advic...

In this conversation, Dr. Joe shares his journey from being a school teacher to becoming a coach and consultant, emphasizing the importance of relationships, lifelong learning, and understanding one's potential. He introduces the concept of Team Intelligence (TQ) and discusses the significance of self-awareness and inspiration in leadership. The dialogue explores the challenges of building hea...

In this engaging conversation, Duane Murray shares his journey from healthcare to church leadership and ultimately to coaching business owners. He emphasizes the importance of purpose in work, the challenges leaders face in balancing people and processes, and the resilience that comes from having a clear sense of purpose. The discussion highlights the significance of community, accountability, and...

In this engaging conversation, Carl Richards shares his insights on the importance of conversations in financial planning, the journey of personal growth, and the role of resistance in achieving success. He emphasizes the need for authenticity in financial advice and offers valuable lessons for young advisors navigating the complexities of the industry. The discussion also touches on the significa...

We’ve hit a big milestone — 200 episodes! In this special episode, Sten invites four past guests to dive deep into one of the biggest challenges advisors and entrepreneurs face every day:  RESISTANCE . Dr. David Touhill, Dr. Josh Axe, Rick Hu, and Wesley Young share real stories from their own journeys — moments when resistance showed up, tried to stop them, and ultimately became the catalyst for...

In this conversation, Matt Mosich shares his journey from being a successful financial advisor to becoming a communication expert. He emphasizes the critical role of communication in building relationships and achieving success in the financial advising industry. The discussion covers the importance of self-awareness, reflection, and practical strategies for improving communication skills. Both sp...

In this conversation, Gary McClure and EAN discuss the importance of systems in business, particularly for financial advisors. They explore how frameworks can simplify complex situations, provide structure and flexibility, and ultimately lead to better outcomes. The discussion emphasizes the need for clarity in consulting, the role of leaders in creating effective systems, and the potential of AI...

In this episode, host Sten Morgan and guest Steve Sanduski explore the pivotal role of mindset in a financial advisor’s career. They discuss overcoming fear, the importance of feedback, and the value of curiosity and specialization. Steve shares insights on building a unique, authentic practice rather than copying others, and highlights the need for self-awareness and continuous growth. The conver...

In this episode, Sten Morgan discusses the critical themes of execution and leadership for financial advisors. He emphasizes the importance of building a strong team, transitioning from being an advisor to a business owner, and developing essential leadership skills. Sten shares personal experiences and insights on effective communication, accountability, and the significance of data-driven decisi...

In this conversation, Duncan McPherson shares his extensive experience in the financial advisory field, discussing the importance of patience, the evolution of coaching systems, and the life cycles of advisors. He emphasizes the significance of balancing ambition with personal life goals, the impact of time management, and the necessity of adapting to new technologies like AI. Throughout the discu...

In this conversation, David Adams and Sten Morgan discuss the challenges entrepreneurs face when personal crises intersect with business responsibilities. They explore the importance of vulnerability in leadership, the shifting perspectives on growth, and the necessity of building a supportive community. The dialogue emphasizes the value of emotional resilience, effective team dynamics, and strate...

In this conversation, Dr. Jay Cleveland discusses the importance of a holistic and proactive approach to health, emphasizing the need for individuals to take charge of their well-being. He highlights the significance of sleep, diet, and exercise as foundational pillars of health, advocating for preventative measures rather than reactive treatments. The discussion also touches on the evolving lands...

In this conversation, Julia Carlson shares her journey in the financial advisory industry, detailing her transition from an advisor to a business owner. She discusses the importance of building a sustainable business, overcoming limiting beliefs, and the significance of teamwork in achieving success. Julia emphasizes practical strategies for growth, including community engagement and niche marketi...