The Elite Financial Advisor Podcast With Sten Morgan

Sten and Andy dive into the critical role of setting and managing expectations in business, particularly in client relationships. They discuss the consequences of unmet expectations, such as negative client feedback and job dissatisfaction, and the common issue of failing to verbalize expectations, which can lead to misunderstandings.  Through practical examples, they advise on asking open-ended q...

Host Andy Traub talks with financial advisor and founder of Financial Staples, Chloe Moore. She shares her insights on connecting with clients, particularly those from minority groups, and her expertise in equity compensation.  She discusses her approach to asking reflective questions to guide clients towards better financial decisions and the importance of building a network of professionals, inc...

Sten talks with good friend Dr. Josh Axe, a functional medicine practitioner, author, and entrepreneur. Josh shares his personal journey with functional medicine, the expansion of his clinic and online platform, and offers insights on business growth, team dynamics, and the power of communication.  Journey into Healing: Josh opens up about his personal voyage into the world of functional medicine....

Referral expert Bill Cates discusses strategies for financial advisors to obtain referrals and manage client relationships effectively.  They emphasize the importance of: Setting clear expectations Being responsive to client communications Understanding the lifetime value of a client Bill introduces the concept of "referability" and shares insights from his latest book, "The Language o...

Andy chats with financial advisor Nate Leo about his experience getting into the industry, challenges he overcame, his advisor superpower, and current success charging for planning.  Nate recounts the college elective that piqued his interest in the field and his initial aspiration to be an investment banker. He shares the early challenges of building a client base and credits his mentor and firm&...

Sten and marketing expert Dave Touhill dive into the intricacies of marketing for financial advisors.  They discuss the importance of understanding your audience and avoiding generic marketing tactics. They discuss the value of building local trust by engaging with influential community members and providing free advice.  Dave criticizes the reliance on outsourcing marketing without a clear strate...

Get six free training videos and a dozen free planning resources at GoBeElite.com. In this episode, Sten tackles questions from listeners, offering advice on various aspects of financial advising.  He discusses the importance of clear communication, especially when explaining one's role as an advisor.  He emphasizes the shift from selling products to providing true advisory services and the va...

Get six free training videos and a dozen free planning resources at GoBeElite.com. Gavin Filasek has become a better leader and it has paid off BIG TIME for his team. They grew their planning revenue over 400% in one year. In this episode, he and Sten discuss his journey from traditional advising to fee-based planning. Transitioning to Transparency: Gavin’s move to fee-based planning has brought c...

Learn to be an Elite Advisor with our free training at GoBeElite.com. In this episode, Sten talks with financial advisor and entrepreneur Derrick Kinney about the importance of self-reflection and strategic thinking in personal and professional growth. Derrick shares his experience of leaving a successful financial advisory practice after a sabbatical made him realize his lack of enjoyment in the...

A few seats left…save $300 on the upcoming How To Charge LIVE training by using coupon code podcast at checkout. http://www. HowToChargeLive.com Click here to meet with Andy if you have any questions about the How To Charge LIVE event in April – https://eadvisornetwork.com/htcAndy In this episode, Sten and Andy help you find out how to overcome the barriers that prevent you from investing in perso...

15 seats left…save $300 on the upcoming How To Charge LIVE training by using coupon code podcast at checkout. http://www. HowToChargeLive.com Click here to meet with Andy if you have any questions about the How To Charge LIVE event in April – https://eadvisornetwork.com/htcAndy In this episode, Sten catches up with Wes Young, business owner, advisor, and part-time pastor, about the intricacies of...

Save $300 on the upcoming How To Charge LIVE training by using coupon code podcast at checkout. http://www. HowToChargeLive.com Click here to meet with Andy if you have any questions about the How To Charge LIVE event in April – https://eadvisornetwork.com/htcAndy In this podcast episode, Sten and Rich Kurkowski, EOS expert, discuss the practical application of EOS (entrepreneurial operating syste...

Save $300 on the upcoming How To Charge LIVE training by using coupon code podcast at checkout. http://www. HowToChargeLive.com Click here to meet with Andy if you have any questions about the How To Charge LIVE event in April – https://eadvisornetwork.com/htcAndy In this episode, Sten talks about the delicate act of balancing business expansion with top-notch client advice. Discover why Sten stop...

Save $300 on the upcoming How To Charge LIVE training by using coupon code PODCAST at checkout. http://www. HowToChargeLive.com Questions? Meet with Andy to get your questions answered about the upcoming workshop.  https://eadvisornetwork.com/htcAndy Want to be featured on a future episode of Advisor Stories? Go to the link below to apply. http://www. StenMorgan.com/advisorguest In the first episo...

Save $300 on the upcoming How To Charge LIVE training by using coupon code podcast at checkout. http://www. HowToChargeLive.com Click here to meet with Andy if you have any questions about the How To Charge LIVE event in April - https://eadvisornetwork.com/htcAndy The Pivot Point: Many of us kick off our careers with big dreams in the financial world but soon realize trust is the currency of our b...

Save $300 on the upcoming How To Charge LIVE training by using coupon code podcast at checkout. http://www. HowToChargeLive.com In our recent episode, we dove deep into the world of events crafted specifically for financial advisors like you. We explored the essence of what makes these gatherings not just informative but truly transformative. Here's a sneak peek at the golden nuggets we uncove...

Have any questions for us? Send them to Sten@eAdvisorNetwork.com In our 100th podcast episode, we are celebrating the milestone by sharing practical advice on how to avoid being an average advisor and instead striving for excellence. To become elite you must be open to new ideas and take action on what you learn. Add in coaching and accountability and you’ll become what you’re capable of becoming....

Registration has opened for our April How To Charge LIVE workshop.  http://www. HowToChargeLive.com Ever wonder how financial advisors like me manage to connect with the right clients? It's not just about casting a wide net; it's about speaking the right language and having the right systems in place, both inside and out. Instead of hard-selling products, I've learned to focus on conve...

Join our free podcast listener community at http://www. EANcommunity.com Attend our next How To Charge LIVE training at http://www. HowToChargeLive.com Hiring can be daunting, but as we discuss today, the key is to be strategic and patient. It's not about filling a seat but finding the right person who aligns with your vision and values. Imagine building a team so strong that running your busi...

Now open for all podcast listeners at no cost: http://www. EANcommunity.com Watch us LIVE as we record future episodes Meet other advisors who listen to the show Submit questions for us to cover in future episodes In this episode, we discuss the critical role of team building in scaling a financial advisory business. Sten shares his journey and the transformative impact of hiring key roles like a...

Find out more about the estate planning software Steve Lockshin helped create -  https://www. JustVanilla.com/ Today we had an enlightening conversation with Steve Lockshin, a seasoned financial advisor with a wealth of knowledge and experience. Steve's journey into the financial advisory industry is a testament to the power of seizing opportunities. His unpaid internship at was a stepping sto...

In 2024, you’ll have more chances than ever to connect with other advisors, learn how to become an Elite Advisor, and grow your business.  Here’s what you can expect from us in 2024. Sten will release a book dedicated to helping you improve your prospecting We’ll be traveling to more firms to teach our How To Charge LIVE Workshops We’re hosting How To Charge LIVE Workshops at our offices four time...

I'm thrilled to share some exciting insights from my recent podcast episode, where I discussed the art of client relationships with Dave Resseguie. Dave shares his transition from working with a major financial planning firm to launching his own company.  It’s common that two-thirds of total revenue comes from the top 20% of clients. It's all about focusing on those who bring the most valu...

Today we explore the concept of breaking out of the 'average' mold and embracing personal transformation. The Power of Reading: We discussed the transformative impact of daily reading. It's a simple habit with profound effects, expanding our knowledge and perspectives. Why not start with a recommended book list? Habits as Appointments: We acknowledged the struggle of maintaining habits...

Today we dive deep into the book "Atomic Habits" and its application to your life as an advisor. We know that the most important part of building habits is to make them obvious. It's not just about what you want to achieve, but how you plan to get there.  Time and Location Matter: We explore the role of time and location in forming new habits. It's not just about setting a goal, bu...