The Elite Financial Advisor Podcast With Sten Morgan

255 Adam Knorr / Stop Posting Into the Void: How to Turn LinkedIn Into Real Clients

In this episode of the Elite Financial Advisor Podcast, Sten Morgan, CFP®, ChFC®, welcomes Adam Knorr, CEO of Take Action Copy and co-founder of InfluenceLab, to unpack w

254 Chuck Downs / Rewiring the Advisor: Neuroplasticity & the Inner Game of Success

In this episode of the Elite Financial Advisor Podcast, Sten Morgan, CFP®, ChFC®, is joined by Chuck Downs, founder of Epic Success Coaching and a former Northwestern Mut

253 Dr. Jordan Hutchison / Flow State: The Hidden Engine Behind Great Advisors

In this episode of the Elite Financial Advisor Podcast, Sten Morgan, CFP®, ChFC®, talks with Dr. Jordan Hutchison, VP of Technology and Operations at RFG Advisory, about

252 Wes Young & Gavin Filasek / From Chasing Prospects to Creating Demand

This is Part 2 of our prospecting roundtable. If you missed Part 1, go back and start with Episode 234. In this roundtable episode of the Elite Financial Advisor Podcast

251 Larry Shumbres / SEO Is Changing. Financial Advisors Need to Learn AEO.

In this episode of the Elite Financial Advisor Podcast, Sten Morgan, CFP®, ChFC®, sits down with Larry Shumbres, Founder and CEO of Archive Intel, to unpack a shift most

250 Sten Morgan / PlanScore: The Advisor of the Future Sells a Process that Gets Results

In this solo episode of the Elite Financial Advisor Podcast, Sten Morgan, CFP®, ChFC®, introduces PlanScore - the software his team built to deliver financial plans clien

249 Tim White / Estate & Tax Planning: The Biggest Untapped Growth Opportunity

In this episode of the Elite Financial Advisor Podcast, Sten Morgan, CFP®, ChFC®, sits down with Tim White, Co-Founder and Chief Growth Officer of wealth.com, to make the

248 Carl Richards & Steve Sanduski / How Will Our Industry Change in the Next 10 Years?

In this episode of the Elite Financial Advisor Podcast, Sten Morgan, CFP®, ChFC®, sits down with two of the most thoughtful voices in the profession - Carl Richards, CFP®

247 Tim Maurer / The Biggest Lie Financial Advisors Were Sold

In this episode of the Elite Advisor Podcast, Sten Morgan, CFP®, ChFC®, sits down with Tim Maurer, CFP®, Partner and SVP of Advisor Growth at SignatureFD, to expose the b

246 Shruti Joshi / The Financial Advisor Model Is Changing - Are You Ready?

In this episode of Elite Advisor Podcast, Sten Morgan sits down with Shruti Joshi, President and COO of Facet, to unpack where financial advice is heading - and why the f

245 Marc Adams / Why 9 Out of 10 Business Owners Never Sell Their Business

In this episode of Elite Advisor Podcast, Sten Morgan sits down with Marc Adams, founder of Acquisitions4you and author of Secrets to 10Xing Your Business and Cashing Out

244 Andy Schwartz / The Truth About Building an $18 Billion Advisory Firm

In this episode of Elite Advisor Podcast, Sten Morgan sits down with Andy Schwartz, CFP®, CEO and Managing Partner of OnePoint BFG Wealth Partners, to unpack a 42-year ca

243 Matt Sonnen / The Moment You Stop Being an Advisor and Start Being a Business Owner

In this episode of Elite Advisor Podcast, Sten Morgan sits down with Coldstream COO Matt Sonnen to talk about the shift from thinking like a salesperson to running an act

242 Jason Early / The $50 Million Conversation Most Advisors Never Have

In this episode of Elite Advisor Podcast, Sten Morgan sits down with RISR founder Jason Early to talk about how advisors win the business-owner market and the once-in-a-l

241 The 100,000 Advisor Shortage: Can AI Fill the Gap?

In this episode of Elite Advisor Podcast, Sten Morgan sits down with Liam Hanlon of Jump to talk about how AI is reshaping the advisor's day, and whether it can close the

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 an

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 d

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, a

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 man

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 unifie