The Elite Financial Advisor Podcast With Sten Morgan

Sten Morgan
  • 4.8 (97)
  • Entrepreneurship
  • Updated Weekly

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.

  1. 2d ago

    240 Kyle Francis / Adding an Associate Advisor to Your Practice

    In this episode of Elite Advisor Podcast, Sten Morgan sits down with his own Associate Advisor, Kyle Francis, to talk about how to bring a young advisor onto your team and level them up fast without burning them out. They discuss the real bottleneck that keeps advisors stuck, the mentorship ladder that turns a hire into a high performer, and how financial advisors can build a team instead of staying a one-person show. If you're ready to stop settling for comfortable and start building at your highest level, this conversation will challenge how you think about your business, your value, and the impact you create for clients. In This Episode The real bottleneck isn't a junior advisor's lack of experience - it's the Lead Advisor holding onto work a new hire could own from day one.The 4-stage mentorship ladder (I do/you watch, I do/you help, you do/I help, you do/I watch) and the 80/20 split: the Associate Advisor owns 80% of their growth, the Lead Advisor owns 20%.What a young advisor can do immediately to add value: ask "what are your 3 biggest pain points?" and take workflows, project management, and plan-building off the Lead Advisor's plate.You can't fake confidence - you build it by proving to yourself over and over that you can do the work. Most of what holds a new advisor back is head trash, not ability.This week's challenge: reset the onboarding, apply healthy pressure, ask for more reps, and aim for the 12-18 month accelerated path instead of the 6-7 year average one. Episode Timestamps 00:00 - Introduction 01:06 - How Kyle Found His Way Into the Business 03:28 - Joining an Established Team Without Feeling Useless 05:31 - The 80/20 Rule of Owning Your Growth 06:55 - Handling the Daily Highs, Lows, and Head Trash 08:20 - Bring Value First: Advice for Young Advisors 12:24 - What a Junior Advisor Can Own on Day One 16:30 - The Mentorship Ladder and the Accelerated Path Get the Free Episode Companion Guide: Want the cheat sheet for this episode? We turned the biggest ideas into a one-page companion guide - the mentorship ladder, key takeaways, and three action steps to run this week. Grab your free copy here: https://gobeelite.com/elite-advisor-podcast-companion-page?utm_source=shownotes&utm_medium=podcast&utm_campaign=ep_240_kyle_francis Free Resources for Financial Advisors: Want to become a more elite advisor? We have free resources to help you improve the way you think, communicate, and grow your business. Get access to our free course on how to become an Elite Advisor, plus training videos that show you how to whiteboard ideas with clients using real examples. Get the free resources here: https://gobeelite.com/elite-advisor-path-resources?utm_source=shownotes&utm_medium=podcast&utm_campaign=ep_240_kyle_francis Get the Free Book: Value First Prospecting Most advisors were trained to sell first and hope trust shows up later. Value First Prospecting shows you how to create demand, lead with ideas, and turn first meetings into strategy conversations instead of sales meetings. You can claim a free copy of Sten Morgan's book, Value First Prospecting. Just cover shipping. Get the book here: https://gobeelite.com/free-book?utm_source=shownotes&utm_medium=podcast&utm_campaign=ep_240_kyle_francis Attend How to Charge LIVE: If you want more revenue, more confidence, and a clearer planning process, you do not need more theory. You need reps, feedback, and a proven system. How to Charge LIVE is our in-person training experience where advisors learn how to start charging for advice, communicate their value, and build a stronger planning business. Learn more about How to Charge LIVE here: https://www.howtochargelive.com?utm_source=shownotes&utm_medium=podcast&utm_campaign=ep_240_kyle_francis Join Elite Plus: Elite Plus is for advisors who are done dabbling and ready to become Elite. Inside Elite Plus, you get proximity, accountability, real-time coaching, and a complete operating system to help you remove resistance and grow at a higher level. If you are serious about implementation, better thinking, and becoming the advisor your clients actually need, Elite Plus is the next step. Join Elite Plus here: https://eadvisornetwork.com/join-ean?utm_source=shownotes&utm_medium=podcast&utm_campaign=ep_240_kyle_francis Connect With Elite Advisor Network Website: https://www.eliteadvisornetwork.com?utm_source=shownotes&utm_medium=podcast&utm_campaign=ep_240_kyle_francis Podcast: https://podcasts.apple.com/us/podcast/the-elite-financial-advisor-podcast-with-sten-morgan/id1601321140 LinkedIn: https://www.linkedin.com/company/elite-advisor-network YouTube: https://www.youtube.com/@EliteAdvisorNetwork Subscribe Subscribe for more conversations, training, and practical ideas to help financial advisors reject average and become elite. #EliteAdvisorNetwork #FinancialAdvisor #StenMorgan #ValueFirstProspecting #FinancialPlanning #AdvisorMarketing #AdvisorGrowth

    33 min

  2. Jun 26

    239 The Skill AI Can’t Replace: Why Elite Advisors Must Master Communication with John Gatewood

    In this episode of Elite Advisor Podcast, Sten Morgan sits down with John Gatewood to talk about how communication mastery, not technical knowledge, has become the real differentiator for elite advisors in the age of AI. They discuss listening so clients feel truly heard, speaking with the conviction that motivates people to act, and how financial advisors can build the authentic connection that AI can never replace. If you're ready to stop settling for comfortable and start building at your highest level, this conversation will challenge how you think about your business, your value, and the impact you create for clients. In This Episode The one skill AI can't replace: information is being commoditized, but the human connection that motivates a client to act is not.Why information alone never moves people - gyms are full in January and empty by March - and why every decision to act is emotional, not logical.The messenger is the message: in turbulent markets, clients watch how confidently you speak more than what you actually say.John's order of operations for every meeting: connection before content, understanding before advising, their story before your solution.A practical challenge for this week: record one of your meetings and watch it back, because communication is a trainable skill, not a personality trait. Episode Timestamps 00:00 - Introduction 00:40 - Why a 45-Year Veteran Is Still Building Frameworks 02:04 - The Black-Wall Family Office: John's Origin Story 04:36 - From Reciting a Script to Actually Moving People 12:57 - Why Information Alone Never Motivates Anyone 14:24 - The One Skill AI Can't Replace 17:18 - The Messenger Is the Message 28:26 - Coaching the Introverted Advisor: Connection First Free Resources for Financial Advisors: Want to become a more elite advisor? We have free resources to help you improve the way you think, communicate, and grow your business. Get access to our free course on how to become an Elite Advisor, plus training videos that show you how to whiteboard ideas with clients using real examples. Get the free resources here: https://www.eliteadvisornetwork.com/free?utm_source=youtube&utm_medium=podcast&utm_campaign=ep_239_john_gatewood Get the Free Book: Value First Prospecting Most advisors were trained to sell first and hope trust shows up later. Value First Prospecting shows you how to create demand, lead with ideas, and turn first meetings into strategy conversations instead of sales meetings. You can claim a free copy of Sten Morgan's book, Value First Prospecting. Just cover shipping. Get the book here: https://www.valuefirstbook.com?utm_source=youtube&utm_medium=podcast&utm_campaign=ep_239_john_gatewood Attend How to Charge LIVE: If you want more revenue, more confidence, and a clearer planning process, you do not need more theory. You need reps, feedback, and a proven system. How to Charge LIVE is our in-person training experience where advisors learn how to start charging for advice, communicate their value, and build a stronger planning business. Learn more about How to Charge LIVE here: https://www.howtochargelive.com?utm_source=youtube&utm_medium=podcast&utm_campaign=ep_239_john_gatewood Join Elite Plus: Elite Plus is for advisors who are done dabbling and ready to become Elite. Inside Elite Plus, you get proximity, accountability, real-time coaching, and a complete operating system to help you remove resistance and grow at a higher level. If you are serious about implementation, better thinking, and becoming the advisor your clients actually need, Elite Plus is the next step. Join Elite Plus here: https://www.eliteadvisornetwork.com/plus?utm_source=youtube&utm_medium=podcast&utm_campaign=ep_239_john_gatewood Connect With Elite Advisor Network Website: https://www.eliteadvisornetwork.com?utm_source=youtube&utm_medium=podcast&utm_campaign=ep_239_john_gatewood  Podcast: https://podcasts.apple.com/us/podcast/elite-advisor  LinkedIn: https://www.linkedin.com/company/elite-advisor-network  YouTube: https://www.youtube.com/@eliteadvisornetwork Subscribe Subscribe for more conversations, training, and practical ideas to help financial advisors reject average and become elite. #EliteAdvisorNetwork #FinancialAdvisor #StenMorgan #ValueFirstProspecting #FinancialPlanning #AdvisorMarketing #AdvisorGrowth

    35 min

  3. Jun 19

    238 Jeremie Kubicek / Know Yourself. Lead Yourself

    In this episode of Elite Advisor Podcast, Sten Morgan sits down with Jeremie Kubicek to talk about how the Five Voices framework reshapes the way you lead, communicate, and connect - starting with the one voice you were built to lead from. They discuss knowing your foundational communication voice, speaking the language of every client and team member, and how financial advisors can build deeper trust, stronger teams, and a culture people don't want to leave. If you're ready to stop settling for comfortable and start building at your highest level, this conversation will challenge how you think about your business, your value, and the impact you create for clients. In This Episode You are all five voices, but you have one foundational voice - and most leaders "play someone on TV" they're not, which is exactly why they come across as average.The Five Voices framework (Nurturer, Guardian, Creative, Connector, Pioneer) built on the Big Five and Jung's work - and why 73% of people are present-oriented, not future-oriented.A practical move for this week: read the room. Start with people and feelings for feelers, and competence and credibility for thinkers.Jeremie's core philosophy - "know yourself to lead yourself." Leading from raw title and power produces compliance, not engagement; learn someone's language and they'll run through walls for you.Your week-ahead challenge: build a culture people don't want to leave, and start using AI by talking to it - ask it to ask you the right questions first. Episode Timestamps 00:00 - Introduction 00:58 - The Five Voices, Explained 02:55 - The Science Behind an Assessment That Actually Sticks 06:16 - Start With Yourself: Know Yourself to Lead Yourself 08:32 - How to Roll It Out Across Your Team 16:13 - Speaking Every Client's Language in Prospecting Meetings 22:04 - Build a Culture People Don't Want to Leave 27:09 - The Simplest Way to Start Using AI Today Get the Free Episode Companion Guide: Want the cheat sheet for this episode? We turned the biggest ideas into a one-page companion guide - the Five Voices blueprint, key takeaways, and three action steps to run this week. Grab your free copy here: https://gobeelite.com/elite-advisor-podcast-companion-page?utm_source=youtube&utm_medium=podcast&utm_campaign=ep_238_jeremie_kubicek Free Resources for Financial Advisors: Want to become a more elite advisor? We have free resources to help you improve the way you think, communicate, and grow your business. Get access to our free course on how to become an Elite Advisor, plus training videos that show you how to whiteboard ideas with clients using real examples. Get the free resources here: https://www.eliteadvisornetwork.com/free?utm_source=youtube&utm_medium=podcast&utm_campaign=ep_238_jeremie_kubicek Get the Free Book: Value First Prospecting Most advisors were trained to sell first and hope trust shows up later. Value First Prospecting shows you how to create demand, lead with ideas, and turn first meetings into strategy conversations instead of sales meetings. You can claim a free copy of Sten Morgan's book, Value First Prospecting. Just cover shipping. Get the book here: https://www.valuefirstbook.com?utm_source=youtube&utm_medium=podcast&utm_campaign=ep_238_jeremie_kubicek Attend How to Charge LIVE: If you want more revenue, more confidence, and a clearer planning process, you do not need more theory. You need reps, feedback, and a proven system. How to Charge LIVE is our in-person training experience where advisors learn how to start charging for advice, communicate their value, and build a stronger planning business. Learn more about How to Charge LIVE here: https://www.howtochargelive.com?utm_source=youtube&utm_medium=podcast&utm_campaign=ep_238_jeremie_kubicek Join Elite Plus: Elite Plus is for advisors who are done dabbling and ready to become Elite. Inside Elite Plus, you get proximity, accountability, real-time coaching, and a complete operating system to help you remove resistance and grow at a higher level. If you are serious about implementation, better thinking, and becoming the advisor your clients actually need, Elite Plus is the next step. Join Elite Plus here: https://www.eliteadvisornetwork.com/plus?utm_source=youtube&utm_medium=podcast&utm_campaign=ep_238_jeremie_kubicek Connect With Elite Advisor Network Website: https://www.eliteadvisornetwork.com?utm_source=youtube&utm_medium=podcast&utm_campaign=ep_238_jeremie_kubicek  Podcast: https://podcasts.apple.com/us/podcast/elite-advisor  LinkedIn: https://www.linkedin.com/company/elite-advisor-network  YouTube: https://www.youtube.com/@EliteAdvisorNetwork Subscribe Subscribe for more conversations, training, and practical ideas to help financial advisors reject average and become elite. #EliteAdvisorNetwork #FinancialAdvisor #StenMorgan #ValueFirstProspecting #FinancialPlanning #AdvisorMarketing #AdvisorGrowth

    31 min

  4. Jun 12

    237 The Future Financial Advisor: Why Human Connection Wins in an AI World

    In this episode of Elite Advisor Podcast, Sten Morgan sits down with Shannon Reid to talk about how the role of the financial advisor is shifting from pure investment management to holistic life planning and how top-tier firms are leveraging AI to reclaim time for human-centric service. They discuss the transition from investment-led to advice-led models, maintaining structural authority in a tech-driven market, and how financial advisors can transition your practice into a future-proof, advice-led business that thrives on human connection while leveraging elite technology.. If you’re ready to stop settling for comfortable and start building at your highest level, this conversation will challenge how you think about your business, your value, and the impact you create for clients. In This Episode Your value isn't in the data entry or the market analysis—it is in the psychological guidance and structural authority you provide when a client’s life becomes complex.The 'Manager of AI' Framework: Viewing technology as the engine for research and documentation so the human advisor can remain the visionary leader of the client relationship.Audit your current client review meetings; if you spend more than 20 percent of the time on market performance instead of legacy and life goals, you are misaligning your value.Shannon Reid emphasizes that while technology can anticipate needs, it cannot care—the advisor’s true competitive advantage is being the person the client actually trusts and listens to.Identify one administrative or data-entry task this week that can be automated or delegated to reclaim five hours for high-impact prospect meetings. Episode Timestamps 04:32 — The Evolution of the Advisor: From Product Sales to Life Planning 09:10 — Pricing for Advice: Why Your Fee Model Must Match Your True Value 12:42 — The AI Revolution: Automating the Data while Keeping the Human Connection 18:36 — Defining the New Skill Set: What it Takes to Win in the Next Decade 22:56 — Growth Metrics: Why Leading Advisors are Outpacing the Industry Average 28:48 — The Cost of Change: Evaluating the Risks and Distractions of Firm Shifts 32:05 — Becoming a 'Manager of AI': The Future of Portfolio Management Free Resources for Financial Advisors Want to become a more elite advisor? We have free resources to help you improve the way you think, communicate, and grow your business. Get access to our free course on how to become an Elite Advisor, plus training videos that show you how to whiteboard ideas with clients using real examples. Get the free resources here: https://www.eliteadvisornetwork.com/free?utm_source=youtube&utm_medium=podcast&utm_campaign=ep_237 Get the Free Book: Value First Prospecting Most advisors were trained to sell first and hope trust shows up later. Value First Prospecting shows you how to create demand, lead with ideas, and turn first meetings into strategy conversations instead of sales meetings. You can claim a free copy of Sten Morgan’s book, Value First Prospecting. Just cover shipping. Get the book here: https://www.valuefirstbook.com/?utm_source=youtube&utm_medium=podcast&utm_campaign=ep_237 Attend How to Charge LIVE If you want more revenue, more confidence, and a clearer planning process, you do not need more theory. You need reps, feedback, and a proven system. How to Charge LIVE is our in-person training experience where advisors learn how to start charging for advice, communicate their value, and build a stronger planning business. Learn more about How to Charge LIVE here: https://www.howtochargelive.com/?utm_source=youtube&utm_medium=podcast&utm_campaign=ep_237 Join Elite Plus Elite Plus is for advisors who are done dabbling and ready to become Elite. Inside Elite Plus, you get proximity, accountability, real-time coaching, and a complete operating system to help you remove resistance and grow at a higher level. If you are serious about implementation, better thinking, and becoming the advisor your clients actually need, Elite Plus is the next step. Join Elite Plus here: https://www.eliteadvisornetwork.com/plus?utm_source=youtube&utm_medium=podcast&utm_campaign=ep_237 Connect With Elite Advisor Network Website: https://www.eliteadvisornetwork.com/?utm_source=youtube&utm_medium=podcast&utm_campaign=ep_237 Podcast: https://podcasts.apple.com/us/podcast/elite-advisor LinkedIn: https://www.linkedin.com/company/elite-advisor-network YouTube: https://www.youtube.com/@EliteAdvisorNetwork Subscribe Subscribe for more conversations, training, and practical ideas to help financial advisors reject average and become elite. #EliteAdvisorNetwork #FinancialAdvisor #StenMorgan #ValueFirstProspecting #FinancialPlanning #AdvisorMarketing #AdvisorGrowth

    37 min

  5. Jun 5

    236 From Shared Expenses to Formal $1 Billion Team: How Holden Fox Built a Real Advisory Firm

    In this episode of Elite Advisor Podcast, Sten Morgan sits down with Holden Fox to talk about how to transition from a group of solo advisors sharing expenses to a unified, scalable organization by focusing on specialization, operational efficiency, and the build-first growth model. They discuss the transition from siloed advisors to unified operations, maximizing advisor capacity through extreme specialization, and how financial advisors can build a scalable, high-growth firm where the leader focuses on their highest value role.. If you’re ready to stop settling for comfortable and start building at your highest level, this conversation will challenge how you think about your business, your value, and the impact you create for clients. In This Episode True growth requires moving from a solo mindset to a firm mindset where alignment and shared SOPs are non-negotiable requirements for every team member.The 'Build-First, Grow-Later' framework ensures that infrastructure and headcount are in place before growth hits, protecting the client experience during rapid scaling.Audit your current advisor capacity by tracking actual 'client meetings per year' segmented by service level rather than relying on vague AUM or client count metrics.Efficiency isn't about being nice; it's about respecting the value of human capital and ensuring your team has every tool necessary to maximize the time you pay for.Identify one area where you are still acting as a 'hobbyist'—whether in advising or operations—and define the specific path to hand that responsibility to an expert. Episode Timestamps 00:00 — Introduction to Holden Fox and the Fox Alliance journey 02:45 — Why traditional 'brute force' prospecting is the antithesis of value creation 05:15 — The turning point: Shifting from shared resources to a unified partnership 09:01 — How to force clarity and alignment across a growing advisor team 15:44 — The math of efficiency: Prioritizing ROI and human capital costs 21:35 — Build-First Strategy: Why Fox Alliance hires 12 months ahead of growth 26:42 — Using meeting counts as the ultimate metric for advisor capacity 32:15 — The Power of Moments: Creating high-impact client experiences through structure Free Resources for Financial Advisors Want to become a more elite advisor? We have free resources to help you improve the way you think, communicate, and grow your business. Get access to our free course on how to become an Elite Advisor, plus training videos that show you how to whiteboard ideas with clients using real examples. Get the free resources here: https://www.eliteadvisornetwork.com/free?utm_source=youtube&utm_medium=podcast&utm_campaign=ep_236 Get the Free Book: Value First Prospecting Most advisors were trained to sell first and hope trust shows up later. Value First Prospecting shows you how to create demand, lead with ideas, and turn first meetings into strategy conversations instead of sales meetings. You can claim a free copy of Sten Morgan’s book, Value First Prospecting. Just cover shipping. Get the book here: https://www.valuefirstbook.com/?utm_source=youtube&utm_medium=podcast&utm_campaign=ep_236 Attend How to Charge LIVE If you want more revenue, more confidence, and a clearer planning process, you do not need more theory. You need reps, feedback, and a proven system. How to Charge LIVE is our in-person training experience where advisors learn how to start charging for advice, communicate their value, and build a stronger planning business. Learn more about How to Charge LIVE here: https://www.howtochargelive.com/?utm_source=youtube&utm_medium=podcast&utm_campaign=ep_236 Join Elite Plus Elite Plus is for advisors who are done dabbling and ready to become Elite. Inside Elite Plus, you get proximity, accountability, real-time coaching, and a complete operating system to help you remove resistance and grow at a higher level. If you are serious about implementation, better thinking, and becoming the advisor your clients actually need, Elite Plus is the next step. Join Elite Plus here: https://www.eliteadvisornetwork.com/plus?utm_source=youtube&utm_medium=podcast&utm_campaign=ep_236 Connect With Elite Advisor Network Website: https://www.eliteadvisornetwork.com/?utm_source=youtube&utm_medium=podcast&utm_campaign=ep_236 Podcast: https://podcasts.apple.com/us/podcast/elite-advisor LinkedIn: https://www.linkedin.com/company/elite-advisor-network YouTube: https://www.youtube.com/@EliteAdvisorNetwork Subscribe Subscribe for more conversations, training, and practical ideas to help financial advisors reject average and become elite. #EliteAdvisorNetwork #FinancialAdvisor #StenMorgan #ValueFirstProspecting #FinancialPlanning #AdvisorMarketing #AdvisorGrowth

    37 min

  6. May 29

    235 From Practitioner to Entrepreneur: Sten's Journey

    In this episode of Elite Advisor Podcast, Sten Morgan sits down with Wendell Moon to talk about the internal and external evolution required to move from being a high-capacity producer to a visionary leader who rejects the industry’s broken status quo. They discuss the transition from producer to leader, overcoming the savior complex in business, and how financial advisors can evolve from a solo producer into a resilient, high-impact business owner who leads with structural authority. If you’re ready to stop settling for comfortable and start building at your highest level, this conversation will challenge how you think about your business, your value, and the impact you create for clients.  In This Episode The industry's default model is fundamentally broken; true Elite Advisors stop operating within systems they simply inherited and start designing ones that serve their vision rather than their firm.The Three Stages of Growth—Awareness, Understanding, and Belief—are the necessary psychological shifts every advisor must navigate to reach the top 1% of the industry.Practice the 'Rule of 5' this week by intentionally asking five people for help; breaking the 'trust only yourself' habit is the first step toward scaling your leadership.You can serve the world without trying to save it; releasing the burden of being a 'savior' for your clients allows you to lead them with significantly more clarity and impact.Identify one area where you are currently 'people-pleasing' at the cost of your firm's growth and have the 'kind but not nice' conversation required to fix it this week. Episode Timestamps 04:55 — A look behind the curtain of an Elite Advisor’s path 08:15 — Why the status quo model is broken and how to reject it 12:30 — Moving from a sales business to a high-value delivery process 17:50 — The Three Stages of Growth: Awareness, Understanding, and Belief 20:30 — How to serve the world without the burden of saving it 28:50 — The Producer's Trap: Building a firm that doesn't rely on your capacity 35:40 — Vulnerability as a business strategy: The power of asking for help 44:00 — The three-pillar framework for sustainable leadership success Free Resources for Financial Advisors Want to become a more elite advisor? We have free resources to help you improve the way you think, communicate, and grow your business. Get access to our free course on how to become an Elite Advisor, plus training videos that show you how to whiteboard ideas with clients using real examples. Get the free resources here: https://gobeelite.com/elite-advisor-path-resources?utm_source=youtube&utm_medium=podcast&utm_campaign=ep_235 Get the Free Book: Value First Prospecting Most advisors were trained to sell first and hope trust shows up later. Value First Prospecting shows you how to create demand, lead with ideas, and turn first meetings into strategy conversations instead of sales meetings. You can claim a free copy of Sten Morgan’s book, Value First Prospecting. Just cover shipping. Get the book here: https://gobeelite.com/free-book?utm_source=youtube&utm_medium=podcast&utm_campaign=ep_235 Attend How to Charge LIVE If you want more revenue, more confidence, and a clearer planning process, you do not need more theory. You need reps, feedback, and a proven system. How to Charge LIVE is our in-person training experience where advisors learn how to start charging for advice, communicate their value, and build a stronger planning business. Learn more about How to Charge LIVE here: https://www.howtochargelive.com/?utm_source=youtube&utm_medium=podcast&utm_campaign=ep_235 Join Elite Plus Elite Plus is for advisors who are done dabbling and ready to become Elite. Inside Elite Plus, you get proximity, accountability, real-time coaching, and a complete operating system to help you remove resistance and grow at a higher level. If you are serious about implementation, better thinking, and becoming the advisor your clients actually need, Elite Plus is the next step. Join Elite Plus here: https://eadvisornetwork.com/join-ean/?utm_source=youtube&utm_medium=podcast&utm_campaign=ep_235 Connect With Elite Advisor Network Website: https://www.eadvisornetwork.com/?utm_source=youtube&utm_medium=podcast&utm_campaign=ep_235 Podcast: https://podcasts.apple.com/us/podcast/the-elite-financial-advisor-podcast-with-sten-morgan/id1601321140 LinkedIn: https://www.linkedin.com/company/elite-advisor-network YouTube: https://www.youtube.com/@EliteAdvisorNetwork Subscribe Subscribe for more conversations, training, and practical ideas to help financial advisors reject average and become elite. #EliteAdvisorNetwork #FinancialAdvisor #StenMorgan #ValueFirstProspecting #FinancialPlanning #AdvisorMarketing #AdvisorGrowth

    47 min

  7. May 22

    234 Best Practices of Prospecting with Gavin Filasek, Wes Young, and Sten

    In this episode, Sten Morgan sits down with Wes Young and Gavin Filasek to unpack the prospecting spectrum — from the early “brute force” days of calling anyone who would listen, to building a more mature system where value, referrals, niche expertise, and better communication create momentum. They discuss why early advisors need reps, why language matters, how to answer “what do you do?” in a way that creates curiosity, and how great firms build systems that help advisors grow faster. Wes and Gavin also share practical ways they use tax strategy, niche markets, client conversations, and referral processes to create a prospecting flywheel. The throughline: prospecting gets easier when you stop leading with your title and start leading with value. Takeaways Early prospecting is hard, but the reps build confidence. Don’t answer “what do you do?” with a label — lead with a problem you solve. The best advisors create value before they ask for referrals. Niches make prospecting easier because the problems are clearer. A repeatable process turns referrals, client conversations, and money-in-motion opportunities into a growth flywheel. The Digital Toolbox for Elite Financial Advisors https://gobeelite.com/

    45 min

  8. May 15

    233 Stop Overcomplicating Financial Planning (What Clients Actually Want) with H. Adam Holt

    In this episode, Sten sits down with H. Adam Holt—founder of Asset-Map, former top-producing financial advisor, and industry innovator who has helped thousands of advisors simplify how they deliver financial advice. Adam shares his journey from struggling early in the business—making just $11,000 his first year—to building a billion-dollar practice and eventually creating Asset-Map, now used by over 7,500 advisors globally. This conversation unpacks the real inflection points that drove his success, including: Why most advisors overcomplicate financial planning The moment he realized clients didn’t want analysis—they wanted clarity How simplifying his process led to exponential growth The importance of mentorship, coaching, and community And how building systems and teams creates true scale If you’re trying to grow your practice, simplify your message, and deliver more value in less time, this episode will challenge how you think about planning, productivity, and what clients actually want. Takeaways Clients don’t want more analysis—they want clarity they can understand and useSimplicity scales; complexity slows down both you and your clientYou have to go through the “hard years” to build real skill and confidenceThe fastest way to grow is to focus on communication, not just strategyMentors, coaches, and community are force multipliers for long-term success The Digital Toolbox for Elite Financial Advisors https://gobeelite.com/ How To Charge LIVE! https://howtochargelive.com/

    36 min
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4.8
out of 5
97 Ratings

About

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.

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