The Elite Financial Advisor Podcast
Sten Morgan holds both the CFP and ChFC designations, and he co-hosts this weekly show with Andy in a format that's unabashedly focused on growth. The Elite Financial Advisor Podcast targets advisors who want to build bigger, more profitable practices, and it doesn't apologize for that ambition. With 220 episodes since launching in 2021, the show has found its groove with interview-style conversations that bring in fintech leaders, business coaches, legacy planning specialists, and fellow advisors who are doing interesting things with their firms. Topics lean toward business development, leadership, emotional intelligence, and how the advisory industry is evolving -- particularly around fee-based compensation models and understanding the real value advisors provide to clients. Sten's style is straightforward and action-oriented. He regularly pushes guests to give specific, implementable advice rather than staying at the inspirational level. Episodes are designed so you can take something away and actually use it in your practice that same week. At 4.8 stars from 95 ratings, the listener feedback is overwhelmingly positive, with reviewers highlighting the practical applicability for both newer advisors building their book and established professionals looking to level up. The show doesn't have the name recognition of some bigger advisor podcasts yet, but the quality is right there.
Latest Episodes
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