The Elite Financial Advisor Podcast With Sten Morgan

Achieve your planning income goals by attending How To Charge LIVE Workshop. Visit http://www. HowToChargeLive.com today to get your seat.  Having a goal gives you just a 10% chance of achieving it. By setting a commitment and a deadline, your odds rise to 40%. But the real magic happens when you commit to the process through someone else that you admire; that can boost your chances to 95%. Our co...

Deep knowledge Elite communication Created/More opportunities Efficient closing Refined systems

We're replaying one of our most popular episodes on how to run an elite meeting.  Don't have a predetermined outcome Bring more than a yellow-pad Look for opportunities to stand up Quantify the value of your ideas Avoid overwhelm Set clear expectations Avoid negative conversation

Download the Iterate To Elite Guide at: Get the free guide:  http://eadvisornetwork.com/IterateToElite “Iterate to Elite" Framework : Discover how to transform your initial ideas into exceptional ones through a structured process of iteration. Your first idea is just the starting point and that’s when you use the Iterate To Elite guide to improve your idea.  Embrace the Rough Draft : Learn why...

At the age of 26, Ben Cooley booked an arena in England to raise awareness about human trafficking, drawing nearly 6,000 attendees. Today, his efforts span 12 countries, aiding over 100,000 children annually. Learn how his journey took him from singing in the Opera to entrepreneurship and leadership opportunities he’s leveraging to make the world a better place.  Our April How To Charge LIVE works...

Ever felt like your progress has suddenly hit a wall? It’s going to happen a LOT if you keep growing.  In our latest episode, we dive deep into the concept of plateaus in personal and professional growth. Just like climbers must acclimate at base camps while ascending Mount Everest, these periods of stagnation are natural and necessary for acclimatizing before the next big leap.  Understanding tha...

A practical story of an advisor taking small, strategic steps to achieve substantial success. From 9 advisors to 360, Paul Blanco took small steps to create massive results.

This week’s guest is HR Huntsman and his story of overcoming trauma and loss through mentorship is one you can apply to your personal and professional career. 

 If you only listen to one episode of our show, this is the one to listen to. We cover the foundational steps that make up a successful financial planning business. If you want to grow your financial planning business then this simplified approach will help you achieve that.  Visit http://www. HowToChargeLive.com to come to the only in-person event you need to grow your planning business.

We have 15 spots left for our next How To Charge LIVE workshop. Get your seat at http://www. HowToChargeLive.com .  David Adam’s story is a testament to the power of perseverance and the entrepreneurial spirit. The drive for autonomy and financial freedom are what fueled his career. Learn from his path so you can make your own path better.

We care about you as a whole person, which is why today we’re featuring Dr. Andrea Mata, a youth mental health specialist.  She’s a great resource for you as a parent and one you can share with your clients if you think they could benefit from her expertise.  Alarming Statistics: Did you know 18% of youth have contemplated suicide in the past year? Andrea sheds light on these shocking numbers and...

This episode is packed with practical tips and real-life examples that can help you transform your meetings from mundane to memorable. Whether you’re a seasoned advisor or just starting out, there’s something here for everyone. Plus, Andy and I share some personal stories and experiences that I think you’ll enjoy. 

In the podcast, I talk with Justin Goodbread who shares his four-point framework for maximizing the value of financial advisory firms.  Key points include consistently knowing your company's value, understanding the potential worth of a best-in-class business, focusing on increasing value rather than just profitability, and having a strategic plan with actionable items. His application of thes...

A fascinating behind the scenes interview with an industry veteran, and Sten’s personal friend, Paul LaPiana of MassMutual. What’s the best path to take in this industry? What’s the future of financial planning? 

Discover how MassMutual has transformed its approach to financial planning, making it a core part of the advisor-client relationship. You’ll hear about the shift from traditional methods to a more dynamic, fee-based model. Enjoy this peak behind the scenes of a major company in our industry.  Thank you to our guest Brian Mawhinney, VP- Head of Financial Planning & Practice Management at MassMu...

Today we dive into the metaphor of map-making and its profound relevance to the financial advisory industry. Advisors, much like historical explorers, can guide their clients through the uncharted territories of financial planning.  Here are the key takeaways: 1. Embracing Uncertainty: Navigating Without a Map When was the last time you tried to find your way without a map? We discuss why the map...

This episode is a goldmine of practical advice and strategies that can help you enhance your practice through college planning.  We had the pleasure of chatting with Joel Wymer, a seasoned financial advisor from Kent, Ohio, who brought a wealth of knowledge on the ever-important topic of college planning. Whether you're a seasoned advisor or just starting out, this episode is packed with insig...

Wholesalers can be a waste of time or they can help you grow your business, but how do you develop meaningful relationships with them while not wasting time in meandering meetings?  Wes Young, a long-time member of our Elite Advisor Network coaching community, shares his wisdom after 20+ years in the business on how to maximize those relationships to help the wholesaler and you.  Learn more about...

In this episode of our “Niche Series,” Andy talks with advisor Mark Hansen to discuss the niche of financial advising for younger clients, particularly those in their 30s.  Younger clients, especially those in their 30s, are at a pivotal point in their financial journeys. They’re experiencing life changes like starting families and increasing incomes, making financial guidance crucial. Andy and Ma...

I’m excited to share some insights from my latest podcast episode with Brittany Anderson of Sweet Financial. This episode is packed with valuable lessons and practical strategies that you won’t want to miss.  Brittany’s Unconventional Journey: From jewelry sales to finance, Brittany’s path is anything but typical. Discover how an entrepreneurial culture helped her thrive and rise to the top. Embra...

In this episode, we discuss the details of our in-person training event, How To Charge LIVE , coming up on October 28th & 29th.  The Magic of In-Person Training Virtual training has its perks, but nothing beats the depth and focus of in-person events. Stepping away from daily distractions and spending dedicated time to focus can lead to profound growth and transformation. Understanding Your Va...

In today’s episode, Andy and I continue our conversation about effectiveness as a leader.  We’re diving into the importance of self-awareness, adaptability, and intentionality. We discuss common leadership mistakes, such as defaulting to personal preferences and failing to recognize diverse team motivations.  We also highlight the need for mentorship and constructive conflict resolution, and we ta...

In this podcast episode, we dive into the intricacies of effective leadership.  Key Takeaways: Leadership Effectiveness: Results Matter: Good leadership is about achieving results while ensuring team members find fulfillment in their roles. Measuring Leadership: Beyond Profitability: Great leaders maximize their team's potential, not just the bottom line. Feedback Mechanisms: Input from team m...

In the first episode of our Niche series, Andy Traub talks with Veronica Redfield, a financial advisor who has found success working with federal employees. She shares her journey into this niche market, highlighting the unique challenges and opportunities it presents. Veronica talks about the complexity of federal benefits and the importance of educating employees about their financial options. S...

Get your seat to Whiteboard University, go to www. WhiteboardU.com . In this episode, Sten talks with entrepreneur, author, and speaker, Rob Dube. Through his work, Rob challenges business leaders and entrepreneurs to look inward with mindfulness and meditation by sharing his own mindful leadership journey. This one is packed with insights, stories, and practical advice that you won't want to...