Podcast thumbnail for Becoming An Elite Financial Advisor With Sten Morgan

Becoming An Elite Financial Advisor With Sten Morgan

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by Sten Morgan

4.6(78 reviews)
243 episodes
Updated Daily
Accepts GuestsHas SponsorsLocation 🇺🇸
60

Podcast Authority

Beta
GoodBased on show quality, social media presence, reviews, charts, and more
Pod Engine
Quality83
Social0
YouTube0
Engagement92

Podcast Overview

<p>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&#39;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&#39;s leading young Financial Advisors.</p>

Language

🇺🇲

Publishing Since

3/4/2022

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60

Podcast Authority

Beta
GoodBased on show quality, social media presence, reviews, charts, and more
Pod Engine
Quality83
Social0
YouTube0
Engagement92
7
Excellent Areas
4
Good Performance
8
Growth Opportunities
excellent
Publishing Consistency
Every 6 days
Performing excellently!
good
Show Notes Quality
3.0/5

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Recent Episodes

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

July 17, 2026

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

Host Sten Morgan interviews RISR founder Jason Early about how financial advisors can win the lucrative business-owner market by treating their company as a distinct asset, not just a line item.

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

July 10, 2026

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

Host Sten Morgan interviews Liam Hanlon of Jump about how AI adoption accelerates advisor effectiveness and addresses the looming 100,000-advisor shortage.

Episode thumbnail for 240 Kyle Francis / Adding an Associate Advisor to Your Practice

July 3, 2026

240 Kyle Francis / Adding an Associate Advisor to Your Practice

Host Sten Morgan interviews Associate Advisor Kyle Francis about effectively onboarding and accelerating new advisors to build a high-performing financial practice.

243 total episodes available with 144 transcripts

Recent guests on Becoming An Elite Financial Advisor With Sten Morgan

Guests from recent episodes — sign up to see every guest that has ever appeared on this show.

Jason Early

Guest

Liam Hanlon

Guest

Kyle Francis

Guest

John Gatewood

Guest

Jeremie Kubicek

Guest

Shannon Reid

Guest

Holden Fox

Guest

Wendell Moon

Guest

Wes Young

Guest

Gavin Filasek

Guest

H Adam Holt

Guest

Omani Carson

Guest

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What is Becoming An Elite Financial Advisor With Sten Morgan?
<p>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&#39;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&#39;s leading young Financial Advisors.</p>
How often does this podcast release new episodes?

This podcast updates daily.

Where can I listen to this podcast?

This podcast is available on 9 platforms including Apple Podcasts, Spotify, and more. You can also use the RSS feed directly.

Does this podcast accept guests?

Yes, this podcast regularly features guests.

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