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Becoming An Elite Financial Advisor With Sten Morgan

A show for financial professionals who want to be challenged to achieve their true potential faster.

Episodes

Total: 156

If you want to get stronger it would be a great idea to hire a personal trainer. If you need help wi

If you’re like most of the advisors we know then you have a heart of service. You want to take care

At the core of your business are your meetings with clients. How can you become a master of meetings

Businesses don’t exist unless they make a profit; that’s a fact. But what else can and should you me

It’s May of 2022 and the markets have been volatile. You MAY have clients calling you in a panic and

This episode will sound different because we recorded it at our live event in Nashville in January o

What if the best way to double the revenue of your business was something you already had, but you w

One of the reasons Hollywood makes billions of dollars a year is that they’re experts in telling sto

Welcome to episode eight of the Sten Morgan Podcast, where we help financial professionals like you,

We tackle the topic of playing office. Why goals without KPI are just wishes How playing office ann

The risks of the Thriving stage The characteristics of the Thriving stage How relationships are aff

How to determine what stage you are at Identifiers of the Comfortable stage The benefits of being i

How advisors try to level up The shift to a business owner mindset The importance of client segment

The Value of the 5 Stages of an Advisor Key Indicators of the Stable Stage An Elite Stable Advisor

The 5 Stages of an Advisor Stage 1 - The Rookie Stage Daily thought life of a Rookie Rookie’s Prosp

Who is Sten Morgan? How Sten changed his mindset How Sten is helping other advisors Andy’s role in