Cover image of Becoming An Elite Financial Advisor With Sten Morgan

Becoming An Elite Financial Advisor With Sten Morgan

A show for financial professionals who want to be challenged to go to achieve success and reach their true potential, faster. Where you gain proven and practical knowledge that you can implement on Mo... Read more

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Ranked #1

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21. The Unspoken Self-Improvement Blindspot

21. The Unspoken Self-Improvement Blindspot

Since you listen to this show, we know that you’re serious about self-improvement, but there’s a good chance you’re not ... Read more

15 Jul 2022

24mins

Ranked #2

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20. You Have A Superpower

20. You Have A Superpower

Our culture is fascinated with the idea of superheroes. They look normal, but they can do things normal humans simply ca... Read more

8 Jul 2022

26mins

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Ranked #3

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19. Wes Young - How to attract the right clients and manage a large virtual team

19. Wes Young - How to attract the right clients and manage a large virtual team

In this episode, Andy interviews Elite Advisor Member, Wes Young. Wes has had a 100% virtual practice since before it wa... Read more

1 Jul 2022

31mins

Ranked #4

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18. How do you keep planning clients happy year-round?

18. How do you keep planning clients happy year-round?

Sten and Andy have helped hundreds of advisors to start charging for their advice, but this is the number one objection ... Read more

24 Jun 2022

21mins

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Ranked #5

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17. How do you provide value when the market does not?

17. How do you provide value when the market does not?

The market is down, a lot. At times like this, do you worry that clients will call you, upset with the market and your w... Read more

17 Jun 2022

17mins

Ranked #6

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16. What to know before you hire a business coach

16. What to know before you hire a business coach

If you want to get stronger it would be a great idea to hire a personal trainer. If you need help with your mental healt... Read more

10 Jun 2022

25mins

Ranked #7

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15. Why an advisor must segment their book of business, yet most don’t

15. Why an advisor must segment their book of business, yet most don’t

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

3 Jun 2022

25mins

Ranked #8

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14. 7 Meeting Skills of Elite Advisors

14. 7 Meeting Skills of Elite Advisors

At the core of your business are your meetings with clients. How can you become a master of meetings? What are the meeti... Read more

27 May 2022

29mins

Ranked #9

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13. Is income the best indicator of advisor success and abilities?

13. Is income the best indicator of advisor success and abilities?

Businesses don’t exist unless they make a profit; that’s a fact. But what else can and should you measure the success of... Read more

20 May 2022

23mins

Ranked #10

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12. How To Talk To Clients When The Markets Are Volatile

12. How To Talk To Clients When The Markets Are Volatile

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

13 May 2022

24mins

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