The Elite Financial Advisor Podcast With Sten Morgan

In this conversation, Chase Patrizzi shares his journey in the financial planning industry, discussing his transition from a traditional model to a fee-based approach. He emphasizes the importance of building strong client relationships, effective communication, and setting clear expectations. Chase also addresses the mental roadblocks many advisors face when considering charging for their time an...

In this conversation, Sten and George discuss the challenges and opportunities for financial advisors working with business owners. They explore the importance of understanding business value, the role of advisors in driving growth, and the need for strategic conversations that educate business owners about their assets. George shares frameworks and methodologies that can help advisors engage effe...

In this episode, Sten Morgan explains why revenue is the most critical resistance point for financial advisors. He shares the value-first prospecting framework, which helps advisors attract ideal clients, build efficient financial plans, and create sustainable revenue systems. The conversation includes both short—and long-term strategies for driving consistent growth. Key Takeaways Revenue solves...

In this episode, the  RESIST  framework is introduced, focusing on the common points of resistance faced by advisors in their practices. The framework consists of six key areas: R evenue/Prospecting E xecution/Leadership S ystems/Operations I deas/Strategy S peaking/Communication T hinking/Mindset Each area is explored in depth, providing insights and practical steps for advisors to overcome their...

In this conversation, professional golfer Ben Crane shares insights into the mindset and mental training required to excel in golf and business. He discusses the importance of swing thoughts, mental rehearsals, and the need for accountability and a supportive team. Crane emphasizes that growth comes from feedback and humility, and he reflects on personal challenges and the role of trauma in shapin...

In this conversation, Taylor Schulte shares his journey from finance to marketing within the financial advisory space. The discussion covers the necessity of creating scalable marketing systems, building effective marketing funnels, and understanding the roles of top and middle funnel strategies in attracting and engaging clients. Schulte provides practical insights for financial advisors looking...

In this episode, Sten Morgan discusses the evolving landscape of financial planning, emphasizing the importance of mindset shifts, overcoming limiting beliefs, and the necessity of charging for financial advice. They explore the transformation from traditional product-selling to a more holistic approach that values time and expertise. The conversation highlights practical strategies for building c...

Joined by the team at Move Health, we explore tools and solutions that make healthcare planning not only easier but a growth opportunity for your practice. You’ll hear why  you  should be the one initiating these conversations—and how doing so can instantly set you apart, deepen client trust, and add tremendous value.  In this episode, we dive into one of the most overlooked yet high-impact areas...

In this conversation, Sten explores the complexities of leadership, particularly the balance between maintaining a positive outlook and being realistic about challenges. Sten discusses the importance of open communication, vulnerability, and authenticity in fostering a healthy team dynamic. The conversation emphasizes the need for leaders to engage in difficult conversations, lead with curiosity,...

In this episode, EAN shares his top five takeaways from the Alex Hormozi event, focusing on the importance of identifying constraints, prioritizing revenue, trading novelty for loyalty, understanding data risk, and optimizing the hiring process.  takeaways You need to find your main constraint. Focus on revenue at all costs. Trade novelty for loyalty. Data risk is huge; make data-driven decisions....

In this episode, Rick Hu shares his journey from aspiring investment banker to top-performing financial planner at Northwestern Mutual. He opens up about the early struggles, the mindset shift that led him to embrace fee-based planning, and the importance of communication and education in serving clients well. Rick breaks down how advisors can stand out in a crowded industry—by focusing on value,...

In this episode, Sten and Andy discuss various questions from financial advisors regarding fee structures, client engagement tools, and strategies for working with diverse clientele. They emphasize the importance of clarity and simplicity in fee conversations, the need for effective client engagement tools, and the strategies advisors can use to connect with different types of clients, particularl...

In this episode, Sten explains the mindset and strategy shifts advisors need to charge for their value confidently. Key Points: Many advisors approach pricing the wrong way—often timidly or with inconsistent posture. The quickest way to change results is to shift your energy and confidence in the very next strategy session. Your price should reflect the value you deliver, not just your time or eff...

In this episode, Hector Martinez shares why every advisor should know how to talk about risk with their clients—and how to do it well. He unpacks why risk conversations often fall flat and offers simple ways to make them clear, personal, and actionable. Along the way, Hector reflects on the power of mentorship, gratitude, and relationships in the financial industry, reminding us that how we show u...

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 dynamics Mindset shifts at every stage Moving from solo practice to sustainable firm How to build structure that supports growth If you're ready to lead with more clarity...

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 marketing Significance of personal branding in building client trust Common marketing pitfalls and mistakes to avoid The role of consistent communication in client retention Navigating compliance issues in financial marketing Creating a strong digital footprint and on...

Excited to share that Episode 174 of the podcast is now live! Here’s what it’s all about: The Industry is Evolving Aging advisor population Wealth transfer to women by 2030 Shift from investment management to true financial planning Why This Matters Advisors who adapt will create more value and opportunity Clients are more willing than ever to pay for planning—but only if we present it the right w...

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 industry Importance of consistent lead generation for recruiting Bui...

I'm thrilled to share some incredible insights from our latest guest, Erin Botsford. Her journey from a challenging upbringing to becoming a successful financial advisor and now coach will teach you about how to improve your career path. 

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 PDF Join the Community:  https://community.eadvisornetwork.com/join?invitation_token=af799727a3d8b40734f638331c43d1b33dbeb49c-fb8f31ad-41e8-413e-...

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 tas...

We have 18 seats left for April’s How To Charge LIVE Workshop.  Get your tickets at http://www. HowToChargeLive.com In 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 abo...

Stop listening to success stories and become one.  Tickets are on sale for our April 2025 How To Charge LIVE Workshop.  http://www. HowToChargeLive.com If 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 worksho...

Download the free Surge Guide and checklist: To get your Surge Meeting Guide and Checklist: Log into or open a free account at EANcommunity.com  Go to the Community Forum space Don’t see it at the top of the forum? Search “Surge Guide” http://www. EANcommunity.com Visit our interview with Matt Jarvis, who has taught thousands of advisors how to implement surge meetings.  https://open.spotify.com/e...