Becoming An Elite Financial Advisor With Sten Morgan

By Sten Morgan & Andy Traub

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Category: Entrepreneurship

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Episodes: 130

Description

A show for financial professionals who want to be challenged to achieve their true potential faster. You will gain practical knowledge that you can implement on Monday morning when you get into the office. You'll learn the true value of your advice and, if you want to, how to charge for that advice. Featuring Sten J. Morgan, CFP®, ChFC®, one of the nation's leading young Financial Advisors.


Episode Date
130 The Formula For Growth
Jun 21, 2024
129 Getting More Business Through Whiteboarding (Whiteboard University is here)
Jun 14, 2024
128 Live Longer or Die Earlier…your call
Jun 07, 2024
127 Ways To Make Teaming Worth It w/ Jon Bass
Jun 05, 2024
126 The Best Book For Financial Planners Isn’t About Financial Planning
May 31, 2024
125 The Elite Assumption: Getting more and better clients
May 24, 2024
124 Advisor Stories: Selling insurance makes selling planning easier with Nelson Wood
May 22, 2024
123 The 8 Forms of Prospecting
May 17, 2024
122 Long-Term Greed vs. Short-Term Gain with Eric Kapitulik
May 10, 2024
121 Advisor Stories: The fear of Who Not How, loving insurance and selling planning (James Graham)
May 08, 2024
120 Sten Q&A: Hiring, best books & abdication vs delegation
May 03, 2024
119 Tax Strategies: What every business owner wants to know
Apr 26, 2024
118 Advisor Story: When can a new advisor start charging for his advice?
Apr 24, 2024
117 Secrets to Crafting Compelling Financial Proposals
Apr 19, 2024
116 What did you expect? Why expectations are important
Apr 12, 2024
115 Advisor Stories: Lifestyle practice with Chloe Moore
Apr 10, 2024
114 Dr. Josh Axe - Lessons from his deathbed - How to come back better
Apr 05, 2024
113. Referrals: Practical strategies with Bill Cates
Mar 29, 2024
112. Advisor Stories: The superpower of making things simple with Nate Leo
Mar 27, 2024
111. Advisor Marketing: Conversions, free wins and your marketing flywheel
Mar 22, 2024
110. Sten Q&A
Mar 15, 2024
109. Advisor Stories: 400% growth in one year - How Gavin Filasek guided his team to massive growth
Mar 13, 2024
108. How Derrick Kinney overcame his own beliefs to find success
Mar 08, 2024
107. Are you lying to yourself about personal development?
Mar 01, 2024
106. Advisor Stories: Wes Young - Elite Advisor, Part-time Pastor, Expert Planner
Feb 28, 2024
105. Does EOS work for financial advisors?
Feb 23, 2024
104. Managing Money: Is it the best use of your time?
Feb 16, 2024
103. Advisor Stories: Moving Clients Into Paid Planning & The Psychology of Saying Yes
Feb 14, 2024
102. 5X Your Planning Fees and gather more AUM & Insurance (Leader Series)
Feb 09, 2024
101. How To Make Elite Events For Advisors
Feb 02, 2024
100. Consistent Learning + Consistent Action = Massive Results
Jan 26, 2024
99. Prospecting methods that will gain you planning clients
Jan 19, 2024
98. Hiring Pitfalls: How to hire and lead an Elite team
Jan 12, 2024
97. No team = No growth
Jan 05, 2024
96. Steve Lockshin - Mentorship, Fees for advice & using tech to get ahead
Dec 29, 2023
95. What’s coming to you in 2024 from EAN?
Dec 22, 2023
94. Serving the top 20% of your clients w/ Dave Resseguie
Dec 15, 2023
93. Habits: An appointment with the better you
Dec 08, 2023
92. How Elite Advisors Build Habits (Atomic Habits)
Dec 01, 2023
91. How to overcome your headtrash
Nov 24, 2023
90. Three kinds of days to achieve 10X results
Nov 17, 2023
89. Becoming a 10X leader
Nov 10, 2023
88. Is 10X possible for advisors?
Nov 03, 2023
87. Concept: Investment Decision Filter
Oct 27, 2023
86. Great communicators do these three things
Oct 20, 2023
85. 5 Things Keeping You From Your Potential
Oct 13, 2023
84. Referrals: How to get referrals of ideal clients
Oct 06, 2023
83. Hiring: When is the right time to hire?
Sep 29, 2023
82. Change your business on Monday (3 HTCL Stories)
Sep 22, 2023
81. Unhealthy Decisions Advisors Make
Sep 15, 2023
80. How to use ChatGPT (w/ Matt Reiner)
Sep 08, 2023
79. Scale or Customize? How to grow your financial planning business
Sep 01, 2023
78. Brad Johnson: Ingredients of A Great Advisor
Aug 25, 2023
77. 10 Reasons Clients Buy
Aug 18, 2023
76. How To Price Planning
Aug 11, 2023
75. One good suit: Inflection points with Matt Jarvis
Aug 04, 2023
74. Foundation: The Six Steps to Charging for Your Advice
Jul 28, 2023
73. Interviews: What you changed after How To Charge LIVE
Jul 21, 2023
72. The Five Levels of Commitment
Jul 14, 2023
71. HTCL True Stories: How HTC LIVE Helped Advisors Charge More
Jul 07, 2023
70. How much better are financial planning clients? An interview w/ Bill Williams of Ameriprise
Jun 30, 2023
69. How to fix our broken industry
Jun 23, 2023
68. Learn The Hard Way Series: Never meet alone & have hard conversations
Jun 16, 2023
67. What Advisors Fear (Part 3): Head Trash
Jun 09, 2023
66. What Advisors Fear (Part 2): Not Knowing Enough
Jun 02, 2023
65. What Advisors Fear (Part 1)
May 26, 2023
64. The Danger of Commitment Bias
May 19, 2023
63. Choose Your Heroes Wisely
May 12, 2023
62. Rapid Fire Listener Q&A - #1
May 05, 2023
61. The Confidence Equation: How to build confidence when fear keeps you from trying
Apr 28, 2023
60. Helpline: Increasing your closing percentage
Apr 21, 2023
59. The Truth About Switching Companies: Insights from a Business Development Lead
Apr 14, 2023
58. What we teach at How To Charge LIVE
Apr 07, 2023
57. Regret and Action: The Importance of Taking Risks
Mar 31, 2023
56. Reject this, and success will follow
Mar 24, 2023
55. Simple Email Marketing for Advisors
Mar 17, 2023
54. 8X Planning Revenue + How To Fire Clients
Mar 10, 2023
53. Stop Solving Small Problems
Mar 03, 2023
52. Meeting Power Phrases: Gaining Your Prospect's Trust
Feb 24, 2023
51. Where to invest in your business
Feb 17, 2023
50. Show Me Your Friends
Feb 10, 2023
49. Stop waiting for prospects to find you: Targeting Strategies
Feb 03, 2023
48. Elite Advisors Teach Concepts & Strategies
Jan 27, 2023
47. Don't waste your time at events
Jan 20, 2023
46. How to start your career to becoming an Elite Advisor
Jan 13, 2023
45. How to add advisors to your team
Jan 06, 2023
44. Michael Kitces - Get better clients
Dec 30, 2022
43. What does "You are the product" actually mean?
Dec 23, 2022
42. How do you measure your year?
Dec 16, 2022
41. What's the Ideal Planning Team?
Dec 09, 2022
40. How Appreciation Fuels Staff Performance
Dec 02, 2022
39. 7 Ways To Increase Your Planning & Consulting Revenue
Nov 17, 2022
38. How Elite Advisors Develop COIs + Free Training
Nov 11, 2022
37. Confidence Part 2 - Busters and builders
Nov 04, 2022
36. Confidence Part 1 - The secret ingredient you can grow yourself
Oct 28, 2022
35. The Elite Path to Health
Oct 21, 2022
34. Why smart advisors want to be wrong + HTC LIVE 2023
Oct 14, 2022
33. Why are his planning prospects saying No?
Oct 07, 2022
32. 7 Tips When Answering "What do you do?"
Sep 30, 2022
31. The State of Sten's Company: Legacy Investment Planning
Sep 23, 2022
30. Stop acting like you're small: How to build a real business
Sep 16, 2022
29. Why did he go independent? EAN member interview: Matt Williams
Sep 09, 2022
28. Does This Stuff Work? Interviews with Four Advisors
Sep 02, 2022
27. First Meetings - Average vs. Elite
Aug 26, 2022
26. Advisor Superpowers, Part 2
Aug 19, 2022
25. Advisor Superpowers, Part 1
Aug 12, 2022
24. The Company Scorecard: How to keep score in your financial services business
Aug 05, 2022
23. EAN member interview w/ Patrick Rogers: How to make changes quickly in your business
Jul 29, 2022
22. Elite Admins Are Proactive
Jul 22, 2022
21. The Unspoken Self-Improvement Blindspot
Jul 15, 2022
20. You Have A Superpower
Jul 08, 2022
19. Wes Young - How to attract the right clients and manage a large virtual team
Jul 01, 2022
18. How do you keep planning clients happy year-round?
Jun 24, 2022
17. How do you provide value when the market does not?
Jun 17, 2022
16. What to know before you hire a business coach
Jun 10, 2022
15. Why an advisor must segment their book of business, yet most don’t
Jun 03, 2022
14. 7 Meeting Skills of Elite Advisors
May 27, 2022
13. Is income the best indicator of advisor success and abilities?
May 20, 2022
12. How To Talk To Clients When The Markets Are Volatile
May 13, 2022
11. Are the people you work with helping you?
May 06, 2022
10. Five ways your admin will help you double your revenue
Apr 28, 2022
9. Selling a steer, buying a dumb belt, building the life you want, and asking good questions with Financial Advisor Michael French CFP®
Apr 22, 2022
8. Whiteboarding - The greatest strategy meeting superpower
Apr 15, 2022
7. How to Stop Playing Office
Apr 08, 2022
6. Five Advisor Stages - Thriving
Apr 01, 2022
5. Five Advisor Stages - Comfortable
Mar 25, 2022
4. Five Advisor Stages - Maturing
Mar 18, 2022
3. Five Advisor Stages - Stable
Mar 11, 2022
2. Five Advisor Stages - Rookie
Mar 04, 2022
1. Sten's Unlikely and Unfinished Path To Success
Mar 04, 2022