Becoming An Elite Financial Advisor With Sten Morgan

著者: Sten Morgan & Andy Traub
  • サマリー

  • 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.

    StenMorgan.com
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あらすじ・解説

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.

StenMorgan.com
エピソード
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    GoBeElite.com

    

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  • 177 Elite Advisors In a Down Market
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    Today we’re diving into one of the most important — and most avoided — skills for advisors: communication. Specifically, how do you talk to clients during a down market? Sten shares what he’s doing at Legacy and gives practical advice on how often to reach out, what to say, and why sharpening this superpower can set great advisors apart.

    GoBeElite.com

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  • 176 To Build a Team or To Not Build a Team?
    2025/04/11

    In our latest podcast episode, Sten sits down with Jamie—a financial advisory expert with over 20 years of experience—to unpack what it really takes to build an enduring, team-driven business.

    They cover:

    • Leadership and team dynamics
    • Mindset shifts at every stage
    • Moving from solo practice to sustainable firm
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    If you're ready to lead with more clarity and scale with intention, this episode is a must-listen.

    Listen now [insert link].

    P.S. We’ve made big upgrades inside the community—new content, VIP access, and a full-time community manager. Now’s the time to re-engage. EAN Community

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    28 分

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