129 episodes

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.

Becoming An Elite Financial Advisor With Sten Morgan Sten Morgan & Andy Traub

    • Business
    • 4.8 • 85 Ratings

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.

    129 Getting More Business Through Whiteboarding (Whiteboard University is here)

    129 Getting More Business Through Whiteboarding (Whiteboard University is here)

    In this episode, Sten and Andy discuss the significance of whiteboarding in the business.
    Whiteboarding isn't just about drawing on a board; it's a game-changer for client engagement and communication in business. 
    By effectively using whiteboarding, you can transition from a transactional approach to a coaching mindset, helping clients understand the significance of their strategies. 
    They talk about Whiteboard University, a new training program designed to master this skill. 
    This episode covers the importance of visual aids, communication skills, and rapport with clients, leading to faster and more successful business outcomes.
    Want to attend Whiteboard University? Click here to learn more.

    Click here to purchase your seat at our next How To Charge LIVE event in August.

    • 19 min
    128 Live Longer or Die Earlier…your call

    128 Live Longer or Die Earlier…your call

    In this episode, Sten has a conversation with Stevyn Guinnip, the founder of Grow Wellthy, a company that helps financial advisors invest in their health. 
    Together, they dove into the striking parallels between managing wealth and health.
    Stevyn draws from personal experience and shares the importance of a holistic approach to health. She identified common challenges advisors face, such as time constraints and confusion about health strategies. 
    They end their discussion emphasizing consistency and accountability, and the urgency of health prioritization.
    Resources from this episode:
    Health Quiz = https://www.growwellthy.com/quiz
    Website = https://www.growwellthy.com
    Linkedin = https://www.linkedin.com/in/stevyn-guinnip/
    Want to attend Whiteboard University? Click here to learn more. 
    Click here to purchase your seat at our next How To Charge LIVE event in August.

    • 30 min
    127 Ways To Make Teaming Worth It w/ Jon Bass

    127 Ways To Make Teaming Worth It w/ Jon Bass

    In this episode, Andy interviews Jon Bass, a seasoned financial advisor with 14 years of experience.
    They dive into the significance of joint work in the financial industry, with Jon attributing much of his success to collaborative efforts, especially when overcoming the credibility gap due to his youth early in his career.
    Jon emphasizes the evolution of his business towards fee-based planning and offers practical advice for selling planning services. He also shares his passion for risk and tax management, drawing from lessons learned during the 2008 financial crisis. 
    Additionally, Jon highlights the importance of understanding clients' learning styles to improve engagement and the selection of compatible joint work partners. 
    The episode concludes with Jon discussing his favorite tax strategies, the expansion of his team, and the potential implications of estate tax changes and inflation. 
    Want to attend Whiteboard University? Click here to learn more. 
    Click here to purchase your seat at our next How To Charge LIVE event in August.

    • 25 min
    126 The Best Book For Financial Planners Isn’t About Financial Planning

    126 The Best Book For Financial Planners Isn’t About Financial Planning

    In today’s episode, Sten and Andy are discussing the profound influence Patrick Lencioni’s book "Getting Naked" has had on their professional development. 
    They explore how being genuine with clients creates a foundation of trust and sets the stage for more meaningful financial planning.
    They also share insights on how to maintain a professional yet caring relationship with clients, ensuring we don't overstep or over-serve.
    Sten & Andy emphasize the importance of a humble attitude when managing projects for clients, steering clear of any pompous or self-centered approaches.
    "Getting Naked" isn't your typical business book. It's a story that resonates with real-world challenges and teaches us to be agile and comprehensive in our planning.
    This episode is all about how embracing vulnerability and focusing on client-centric service can lead to a more successful and satisfying practice. They both agree that this book is worth revisiting every few years.
    You can order a copy of Patrick Lencioni’s book here.
    Get six free training videos and a dozen free planning resources at GoBeElite.com.

    • 19 min
    125 The Elite Assumption: Getting more and better clients

    125 The Elite Assumption: Getting more and better clients

    In today’s episode, we discuss the Elite Assumption mindset.
    Embrace the Elite Assumption
    We dove deep into the power of the 'Elite Assumption.' It's a game-changer. We're talking about shifting gears from the passive "someone might need us" to the proactive "everyone needs something from us." This mindset is the cornerstone of not just meeting, but exceeding client expectations.
    Confidence is Key
    We also unpacked the essence of confidence in our line of work. It's not just about feeling good; it's about being a beacon of solutions for our clients. When you pick up the phone or meet a prospective client, remember: you're not just a financial advisor; you're a problem-solver, a value provider, and a financial superhero.
    Continuous Improvement is Non-negotiable
    Lastly, we touched on the importance of never resting on our laurels. The financial world is ever-evolving, and so should our expertise. It's about staying hungry for knowledge and being the advisor who clients can rely on, no matter the challenge.
    Get six free training videos and a dozen free planning resources at GoBeElite.com.

    • 14 min
    124 Advisor Stories: Selling insurance makes selling planning easier with Nelson Wood

    124 Advisor Stories: Selling insurance makes selling planning easier with Nelson Wood

    In this episode, Andy connects with Nelson Wood, an advisor with a family history in the industry dating back to 1888. 
    Nelson shares his journey from working in sales at Dewalt Industrial Power Tools to joining his family's business in insurance and financial planning. 
    They discuss the importance of not giving away planning services for free and how insurance can lead to more comprehensive planning conversations. 
    Nelson, based in Dallas, Texas, has expanded his practice to include a team that complements each other's strengths in insurance and AUM. His partnership Matt, who focuses on AUM, has reinvigorated his excitement for the future of their firm. 
    This episode emphasizes the value of asking the right questions to uncover client needs and the urgency of insurance in financial planning. 
    Get six free training videos and a dozen free planning resources at GoBeElite.com.

    • 23 min

Customer Reviews

4.8 out of 5
85 Ratings

85 Ratings

Jenna Pag ,

Best financial planner podcast

I just started as a financial planner and this has been an amazing listen and learned so much! It is a very practical podcast!

GrimusDaRaptor ,

EAN | Game Changer

Sten and Andy have been amazing and beyond generous with their time and ideas. Beyond grateful to come across their Podcast 6 months ago!

Potatopearls ,

Dynamic Duo!

Sten and Andy in the morning! Great show, great guys, elite content and practical advice. As a new advisor I can’t get enough of their collective wisdom!

Top Podcasts In Business

REAL AF with Andy Frisella
Andy Frisella #100to0
The Ramsey Show
Ramsey Network
Money Rehab with Nicole Lapin
Money News Network
NerdWallet's Smart Money Podcast
NerdWallet Personal Finance
Young and Profiting with Hala Taha
Hala Taha | YAP Media Network
The Diary Of A CEO with Steven Bartlett
DOAC

You Might Also Like

The Perfect RIA
Matthew Jarvis, CFP® & Micah Shilanski, CFP®
Financial Advisor Success
Michael Kitces
Kitces and Carl - Real Talk for Real Financial Advisors
Michael Kitces, MSFS, MTAX, CFP and Carl Richards, CFP
Barron's Advisor
Barron's Advisor
Financial Advisor Marketing Podcast
James Pollard
The Great Retirement Debate with Ed Slott & Jeffrey Levine
The Great Retirement Debate with Ed Slott & Jeffrey Levine