The Elite Financial Advisor Podcast With Sten Morgan

Sten Morgan
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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. HACE 5 DÍAS

    202 Purpose of Work with Duane Murray

    In this engaging conversation, Duane Murray shares his journey from healthcare to church leadership and ultimately to coaching business owners. He emphasizes the importance of purpose in work, the challenges leaders face in balancing people and processes, and the resilience that comes from having a clear sense of purpose. The discussion highlights the significance of community, accountability, and the need for self-awareness in personal and professional growth. Takeaways Duane's journey reflects a blend of service and business. Purpose in work is about provision, serving others, and co-creation. Leaders often face the tension between people and process. Community and accountability are crucial for business owners. Self-awareness is key to personal and professional growth. Purpose provides a resilient source of motivation. Work should be enjoyable and fulfilling, not just a means to an end. Celebrating wins helps maintain focus on purpose. Isolation can hinder growth; community can provide support. The journey of finding purpose is worth the effort. https://gobeelite.com/

    30 min

  2. 3 OCT

    201 The Power of the Process with Carl Richards

    In this engaging conversation, Carl Richards shares his insights on the importance of conversations in financial planning, the journey of personal growth, and the role of resistance in achieving success. He emphasizes the need for authenticity in financial advice and offers valuable lessons for young advisors navigating the complexities of the industry. The discussion also touches on the significance of understanding and navigating systems, as well as the power of simplicity in communication. Takeaways Deep conversations are the essence of meaningful work.Growth comes from embracing the journey and being comfortable with being wrong.Resistance is a necessary part of personal development.Authenticity is crucial in financial advice; be true to yourself.Young advisors should focus on their unique path rather than just following the system.Time spent outside is essential for maintaining balance and perspective.Navigating the system requires awareness and vigilance.Simplicity in communication can enhance client relationships.Every word in my book is intentional, serves a purpose, and main goal is to spark conversations. https://gobeelite.com/

    32 min

  3. 26 SEP

    200th Episode! Real Stories of Overcoming Resistance with Dr. David Touhill, Dr. Josh Axe, Rick Hu & Wesley Young

    We’ve hit a big milestone — 200 episodes! In this special episode, Sten invites four past guests to dive deep into one of the biggest challenges advisors and entrepreneurs face every day: RESISTANCE. Dr. David Touhill, Dr. Josh Axe, Rick Hu, and Wesley Young share real stories from their own journeys — moments when resistance showed up, tried to stop them, and ultimately became the catalyst for their growth. You’ll hear how they’ve navigated failure, scaled businesses, faced fear, led teams, and stayed committed to personal growth even when it wasn’t easy. This episode is an honest, practical conversation designed to remind you that you’re not alone when resistance hits — and to show you the exact mindset and habits that can turn resistance into your next big breakthrough. TakeawaysWhy resistance shows up right before the breakthrough and how to lean into itHow to fail forward and build courage as a leaderWhy clarity of goals and metrics is essential for momentumHow to build a team and culture that thrives through challengesWhy personal growth, self-awareness, and discipline are the ultimate tools to overcome resistance https://gobeelite.com/

    1 h y 42 min

  4. 19 SEP

    199 Communication as a Superpower for Advisors with Matt Mosich

    In this conversation, Matt Mosich shares his journey from being a successful financial advisor to becoming a communication expert. He emphasizes the critical role of communication in building relationships and achieving success in the financial advising industry. The discussion covers the importance of self-awareness, reflection, and practical strategies for improving communication skills. Both speakers highlight how effective communication can transform client relationships and enhance career growth. Takeaways: Communication drives success – Strong client relationships start with clear, intentional communication. Self-awareness matters – Understanding your communication style helps you connect better with clients. Every objection is an opportunity – Use client concerns to deepen trust and connection. Practice and feedback improve skills – Ongoing development leads to stronger results over time. Investing in communication pays off – Training and intentional effort yield high returns for advisors. 5 Questions for Meaningful Client Meetings https://gobeelite.com/ https://howtospeaklive.com/

    26 min

  5. 12 SEP

    198 Systems Are More Exciting (and Important) Than You Know with Gary McClure

    In this conversation, Gary McClure and EAN discuss the importance of systems in business, particularly for financial advisors. They explore how frameworks can simplify complex situations, provide structure and flexibility, and ultimately lead to better outcomes. The discussion emphasizes the need for clarity in consulting, the role of leaders in creating effective systems, and the potential of AI to enhance frameworks. The conversation concludes with practical advice on identifying areas for improvement and leveraging systems for growth. Takeaways Systems are essential for scaling a business. Frameworks act as mental scaffolding to simplify complexity. Structure and flexibility are both important in systems. Real-world applications of systems can enhance efficiency. Clarity around problems is crucial for effective consulting. Misconceptions can hinder progress; clarity is key. Leaders must drive clarity to avoid confusion. Identifying client needs is the first step in building systems. AI can be a valuable tool for developing frameworks. Continuous improvement of systems leads to business growth. https://gobeelite.com/

    29 min

  6. 5 SEP

    197 How Thinking Drives Decisions and Success

    In this episode, host Sten Morgan and guest Steve Sanduski explore the pivotal role of mindset in a financial advisor’s career. They discuss overcoming fear, the importance of feedback, and the value of curiosity and specialization. Steve shares insights on building a unique, authentic practice rather than copying others, and highlights the need for self-awareness and continuous growth. The conversation offers practical advice for advisors at all stages, from new entrants to those planning their legacy, emphasizing that success comes from embracing feedback, learning from others, and developing one’s own strengths. Key Takeaways The impact of mindset on financial advisors' career stages. The role of fear and courage in decision-making for advisors. Differences between average and elite mindsets in the financial advisory field. The importance of specialization versus generalization in building a successful practice. Strategies for new advisors to unlock their potential and grow their businesses. The concept of mastery and continuous improvement in professional development. The significance of self-awareness and reflection in overcoming limiting beliefs. The challenges of succession planning and attracting younger talent in advisory firms. The distinction between an owner and an investor mindset in business management. The importance of feedback and surrounding oneself with the right influences for growth. GoBeElite.com https://gobeelite.com/

    38 min

  7. 29 AGO

    196 The Power of Execution and Leadership for Advisors

    In this episode, Sten Morgan discusses the critical themes of execution and leadership for financial advisors. He emphasizes the importance of building a strong team, transitioning from being an advisor to a business owner, and developing essential leadership skills. Sten shares personal experiences and insights on effective communication, accountability, and the significance of data-driven decision-making. He also highlights common pitfalls in leadership and provides self-assessment questions for listeners to evaluate their leadership capabilities. Takeaways Execution and leadership are crucial for financial advisors. Building a team is essential for reaching your potential. Transitioning from advisor to business owner requires new skills. Effective leaders create clarity and trust within their teams. Data-driven decision-making is vital for business success. Accountability should be approached without blame. Empathy and emotional intelligence are key traits of great leaders. Avoid leading by fear or control; foster a collaborative environment. Self-assessment is important for personal and professional growth. Courageous leadership involves making tough decisions and asking for feedback. https://gobeelite.com/

    31 min

  8. 22 AGO

    195 Is your current path costing you more than it's creating?

    In this conversation, Duncan McPherson shares his extensive experience in the financial advisory field, discussing the importance of patience, the evolution of coaching systems, and the life cycles of advisors. He emphasizes the significance of balancing ambition with personal life goals, the impact of time management, and the necessity of adapting to new technologies like AI. Throughout the discussion, Duncan provides insights into leadership qualities and the importance of a supportive environment for growth. Takeaways The enlightened financial advisor focuses on practice and relationship management.Patience is key in coaching; one cannot want success more than the client.Advisors must understand their life cycles: coasting, cresting, and climbing.The business should serve the advisor's life, not the other way around.Time management is crucial; neglect compounds faster than discipline.AI is a game changer for financial advisors, liberating them to focus on relationships. https://gobeelite.com/ Duncan McPherson, Pareto Systems CEO Guided by a passion for unlocking potential, Duncan leads Pareto Systems as CEO, where we partner with Financial Professionals and visionary financial firms. Our goal? To architect businesses that are not just profitable, but also purposeful. Recognized for our unique methodology inspired by best practices and the principles of ‘The Blue Square Method,’ Duncan and the team aim to help professionals find their own ‘Blue Square’—that sweet spot where business aligns with passion and purpose.  As a speaker in high demand, Duncan travels extensively throughout North America and around the world, conveying dynamic and fact- rich presentations that have made him a popular spokesperson for the Financial Services industry. Duncan’s expertise in demystifying business development and marketing in the financial world has universal appeal; from the high-level advisor to the successful wholesaler, to corporate financial institutions. Duncan’s primary goal is to help Professionals achieve liberation and order in their businesses through step-by-step methodology and execution.  Duncan is also an industry best-selling author and has written many books including: The Advisor Playbook and The Blue Square Method; the mindset and best-practices of top fee-for-service professionals. Beyond the office, Duncan loves spending time with his wife and two sons. They enjoy the four-seasons playground they call home in beautiful Kelowna, British Columbia, Canada. He enjoys staying active with recreational activities such as golf, tennis, pickleball and skiing.  https://paretosystems.com/

    29 min
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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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