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Приєднався 15 лис 2021
The Elite Advisor Network helps financial professionals realize and reach their potential, faster.
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 Monday morning when you get to the office. Featuring Sten Morgan, one of the nation’s leading young Financial Advisors.
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 Monday morning when you get to the office. Featuring Sten Morgan, one of the nation’s leading young Financial Advisors.
#161 How To Prepare For Plateaus On Your Climb To Success
Ever felt like your progress has suddenly hit a wall? It’s going to happen a LOT if you keep growing.
In our latest episode, we dive deep into the concept of plateaus in personal and professional growth. Just like climbers must acclimate at base camps while ascending Mount Everest, these periods of stagnation are natural and necessary for acclimatizing before the next big leap.
Understanding that growth isn’t always linear can help us embrace these moments for reflection and recalibration.
To Your Success,
Sten J. Morgan, CFP®, ChFC®
www.HowToChargeLive.com
__
eadvisornetwork.com/podcast/
Sten Morgan, CFP, ChFC, is a leading voice in the financial services industry and one of the most accomplished young advisors in the country. He founded Legacy Investment Planning at age 25 and was named a "40 under 40" advisor by Investment News at age 30. As president of Legacy, he strives to effect positive change in the industry, coach and support other advisors, and bring true value and vision to his clients. In 7 Mindsets of Success: What You Really Need to Do to Achieve Rapid, Top-Level Success (Morgan James Publishing, February 2017), he shares tips and advice for building a successful business, including the seven mindsets that helped him become a top financial advisor with his own firm at such a young age.
Sten J. Morgan, CFP®, ChFC®
In our latest episode, we dive deep into the concept of plateaus in personal and professional growth. Just like climbers must acclimate at base camps while ascending Mount Everest, these periods of stagnation are natural and necessary for acclimatizing before the next big leap.
Understanding that growth isn’t always linear can help us embrace these moments for reflection and recalibration.
To Your Success,
Sten J. Morgan, CFP®, ChFC®
www.HowToChargeLive.com
__
eadvisornetwork.com/podcast/
Sten Morgan, CFP, ChFC, is a leading voice in the financial services industry and one of the most accomplished young advisors in the country. He founded Legacy Investment Planning at age 25 and was named a "40 under 40" advisor by Investment News at age 30. As president of Legacy, he strives to effect positive change in the industry, coach and support other advisors, and bring true value and vision to his clients. In 7 Mindsets of Success: What You Really Need to Do to Achieve Rapid, Top-Level Success (Morgan James Publishing, February 2017), he shares tips and advice for building a successful business, including the seven mindsets that helped him become a top financial advisor with his own firm at such a young age.
Sten J. Morgan, CFP®, ChFC®
Переглядів: 37
Відео
#160 From Struggling Startup to National Powerhouse w/ Paul Blanco
Переглядів 144День тому
A practical story of an advisor taking small, strategic steps to achieve substantial success. From 9 advisors to 360, Paul Blanco took small steps to create massive results. To Your Success, Sten J. Morgan, CFP®, ChFC® www.HowToChargeLive.com eadvisornetwork.com/podcast/ Sten Morgan, CFP, ChFC, is a leading voice in the financial services industry and one of the most accomplished young advisors...
#159 HR Huntsman: Finding meaning and success after surviving loss and trauma
Переглядів 9414 днів тому
This week’s guest is HR Huntsman and his story of overcoming trauma and loss through mentorship is one you can apply to your personal and professional career. To Your Success, Sten J. Morgan, CFP®, ChFC® www.HowToChargeLive.com eadvisornetwork.com/podcast/ Sten Morgan, CFP, ChFC, is a leading voice in the financial services industry and one of the most accomplished young advisors in the country...
#158 The EAN system: How to build a thriving financial planning business
Переглядів 17821 день тому
If you only listen to one episode of our show, this is the one to listen to. We cover the foundational steps that make up a successful financial planning business. If you want to grow your financial planning business then this simplified approach will help you achieve that. Visit www.HowToChargeLive.com to come to the only in-person event you need to grow your planning business. To Your Success...
#157 From baseball cards to successful advisor: David Adams
Переглядів 75Місяць тому
We have 15 spots left for our next How To Charge LIVE workshop. Get your seat at www.HowToChargeLive.com. David Adam’s story is a testament to the power of perseverance and the entrepreneurial spirit. The drive for autonomy and financial freedom are what fueled his career. Learn from his path so you can make your own path better. To Your Success, Sten J. Morgan, CFP®, ChFC® www.HowToChargeLive....
#156 Improving youth mental health w/ Dr. Andrea Mata
Переглядів 47Місяць тому
We care about you as a whole person, which is why today we’re featuring Dr. Andrea Mata, a youth mental health specialist. She’s a great resource for you as a parent and one you can share with your clients if you think they could benefit from her expertise. Alarming Statistics: Did you know 18% of youth have contemplated suicide in the past year? Andrea sheds light on these shocking numbers and...
#155 Three ways to make your meetings better tomorrow
Переглядів 114Місяць тому
This episode is packed with practical tips and real-life examples that can help you transform your meetings from mundane to memorable. Whether you’re a seasoned advisor or just starting out, there’s something here for everyone. Plus, Andy and I share some personal stories and experiences that I think you’ll enjoy. To Your Success, Sten J. Morgan, CFP®, ChFC® www.HowToChargeLive.com eadvisornetw...
#154 Justin Goodbread: Business growth & valuation hacks
Переглядів 112Місяць тому
In the podcast, I talk with Justin Goodbread who shares his four-point framework for maximizing the value of financial advisory firms. Key points include consistently knowing your company's value, understanding the potential worth of a best-in-class business, focusing on increasing value rather than just profitability, and having a strategic plan with actionable items. His application of these ...
#153 Honest lessons from an industry veteran (Paul LaPiana of MassMutual)
Переглядів 1542 місяці тому
A fascinating behind the scenes interview with an industry veteran, and Sten’s personal friend, Paul LaPiana of MassMutual. What’s the best path to take in this industry? What’s the future of financial planning? Sign up for our next Whiteboard University training at WhiteboardU.com To Your Success, Sten J. Morgan, CFP®, ChFC® www.HowToChargeLive.com eadvisornetwork.com/podcast/ Sten Morgan, CFP...
#152 How is MassMutual approaching financial planning? VP of Planning Brian Mawhinney
Переглядів 2452 місяці тому
Discover how MassMutual has transformed its approach to financial planning, making it a core part of the advisor-client relationship. You’ll hear about the shift from traditional methods to a more dynamic, fee-based model. Enjoy this peak behind the scenes of a major company in our industry. Thank you to our guest Brian Mawhinney, VP- Head of Financial Planning & Practice Management at MassMutu...
#151 The Future Belongs To Map Makers
Переглядів 1032 місяці тому
Today we dive into the metaphor of map-making and its profound relevance to the financial advisory industry. Advisors, much like historical explorers, can guide their clients through the uncharted territories of financial planning. Here are the key takeaways: 1. Embracing Uncertainty: Navigating Without a Map When was the last time you tried to find your way without a map? We discuss why the ma...
#150 Niche Series: How to use college planning to gain clients & grow revenue
Переглядів 1472 місяці тому
This episode is a goldmine of practical advice and strategies that can help you enhance your practice through college planning. We had the pleasure of chatting with Joel Wymer, a seasoned financial advisor from Kent, Ohio, who brought a wealth of knowledge on the ever-important topic of college planning. Whether you're a seasoned advisor or just starting out, this episode is packed with insight...
#149 Wes Young: Wholesalers; Secret weapon or a waste of time?
Переглядів 1362 місяці тому
Wholesalers can be a waste of time or they can help you grow your business, but how do you develop meaningful relationships with them while not wasting time in meandering meetings? Wes Young, a long-time member of our Elite Advisor Network coaching community, shares his wisdom after 20 years in the business on how to maximize those relationships to help the wholesaler and you. Learn more about ...
#148 Niche Series: Young Families w/ Mark Hansen
Переглядів 1903 місяці тому
In this episode of our “Niche Series,” Andy talks with advisor Mark Hansen to discuss the niche of financial advising for younger clients, particularly those in their 30s. Younger clients, especially those in their 30s, are at a pivotal point in their financial journeys. They’re experiencing life changes like starting families and increasing incomes, making financial guidance crucial. Andy and ...
#147 Better Tech & a Better Team w/ Brittany Anderson
Переглядів 1683 місяці тому
I’m excited to share some insights from my latest podcast episode with Brittany Anderson of Sweet Financial. This episode is packed with valuable lessons and practical strategies that you won’t want to miss. Brittany’s Unconventional Journey: From jewelry sales to finance, Brittany’s path is anything but typical. Discover how an entrepreneurial culture helped her thrive and rise to the top. Emb...
#146 How To Finally Transform Your Financial Advisory Business
Переглядів 1293 місяці тому
#146 How To Finally Transform Your Financial Advisory Business
#145 Navigating the Leadership Labyrinth (Part 2)
Переглядів 703 місяці тому
#145 Navigating the Leadership Labyrinth (Part 2)
#144 How do you really know if you’re a good leader? (Part 1)
Переглядів 1113 місяці тому
#144 How do you really know if you’re a good leader? (Part 1)
#143 Niche Series: Working with Federal Employees
Переглядів 813 місяці тому
#143 Niche Series: Working with Federal Employees
#142 Sold it and bought it back because of culture? Rob Dube
Переглядів 714 місяці тому
#142 Sold it and bought it back because of culture? Rob Dube
#141 Book Review: Necessary Endings - Letting go to get the best
Переглядів 1084 місяці тому
#141 Book Review: Necessary Endings - Letting go to get the best
#140 Divorce Financial Planning Expert Nancy Hetrick
Переглядів 1104 місяці тому
#140 Divorce Financial Planning Expert Nancy Hetrick
#139 Leadership Mistakes: Messing Up Growth By Being the Bottleneck
Переглядів 744 місяці тому
#139 Leadership Mistakes: Messing Up Growth By Being the Bottleneck
#138 Advisor Stories: New life for a veteran advisor
Переглядів 994 місяці тому
#138 Advisor Stories: New life for a veteran advisor
#137 Hurley Fox: Outsourced CFO - Financial literacy will help you get more planning clients
Переглядів 1375 місяців тому
#137 Hurley Fox: Outsourced CFO - Financial literacy will help you get more planning clients
#136 Storytelling and Body Language for Advisors
Переглядів 1435 місяців тому
#136 Storytelling and Body Language for Advisors
#135 Leadership Mistakes: Difficult Conversations
Переглядів 595 місяців тому
#135 Leadership Mistakes: Difficult Conversations
#134 Please, tell me the truth (Thanks For The Feedback)
Переглядів 495 місяців тому
#134 Please, tell me the truth (Thanks For The Feedback)
#133 The Threat and Potential of AI In Our Industry
Переглядів 825 місяців тому
#133 The Threat and Potential of AI In Our Industry
#132 Advisor Stories: Putting together vacuums and the value of your time
Переглядів 665 місяців тому
#132 Advisor Stories: Putting together vacuums and the value of your time