The Elite Financial Advisor Podcast With Sten Morgan

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

235 From Practitioner to Entrepreneur: Sten's Journey

In this episode of Elite Advisor Podcast, Sten Morgan sits down with Wendell Moon to talk about the internal and external evolution required to move from being a high-cap

234 Best Practices of Prospecting with Gavin Filasek, Wes Young, and Sten

In this episode, Sten Morgan sits down with Wes Young and Gavin Filasek to unpack the prospecting spectrum — from the early “brute force” days of calling anyone who would

233 Stop Overcomplicating Financial Planning (What Clients Actually Want) with H. Adam Holt

In this episode, Sten sits down with H. Adam Holt—founder of Asset-Map, former top-producing financial advisor, and industry innovator who has helped thousands of advisor

232 How To Level Up Client Experience with Efficient Financial Planning with Austin Harris

In this episode, Sten sits down with Austin Harris to talk about his path from personal training into financial advice, why Edward Jones appealed to him early in his care

231 Why Advisory Firms Break as They Grow And How to Build the Right Team with Angie Herbers

In this episode, Sten sits down with Angie Herbers to talk about what really causes advisory firms to stall, break, or lose momentum as they grow. Angie shares how her un

230 How Great Advisors Grow: Values, Pressure, and Building a Career That Lasts with Terri Kallsen

In this episode, Sten sits down with Terri Kallsen, CFP to talk about the seasons of a career, the role values play in long-term success, and how advisors can grow by com