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Becoming An Elite Financial Advisor With Sten Morgan
Becoming An Elite Financial Advisor With Sten Morgan
Sten Morgan & Andy Traub

A show for financial professionals who want to be challenged to achieve their true potential faster. You will gain practical knowledge that... more

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Episodes

123 The 8 Forms of Prospecting

Sten and Andy explore the prospecting spectrum and strategies for attracting clients. They examine the typical experience advisors face when seeking... more

17 May 2024 · 23 minutes
122 Long-Term Greed vs. Short-Term Gain with Eric Kapitulik

Sten sits down with Eric Kapitulik, a former Marine Corps officer and co-founder of The Program. Listen to this episode to... more

10 May 2024 · 48 minutes
121 Advisor Stories: The fear of Who Not How, loving insurance and selling planning (James Graham)

Co-host Andy Traub sits down with advisor James Graham for this Advisor Stories episode. James shares his journey of nearly a... more

08 May 2024 · 22 minutes
120 Sten Q&A: Hiring, best books & abdication vs delegation

In this episode, Sten answers your questions from the financial advisor community. He outlines the growth stages of an advisory practice,... more

03 May 2024 · 20 minutes
119 Tax Strategies: What every business owner wants to know

Sten sits down with Mike Jesowshek, a CPA and entrepreneur, to discuss the gap between knowing tax strategies and implementing... more

26 Apr 2024 · 34 minutes
118 Advisor Story: When can a new advisor start charging for his advice?

In this installment of our Advisor Stories series, Andy interviews advisor Tyler Morris. Tyler peels back the curtain on his professional... more

24 Apr 2024 · 19 minutes
117 Secrets to Crafting Compelling Financial Proposals

In this episode, Sten and Andy explore the importance of creating a great planning proposal. It serves a critical role... more

19 Apr 2024 · 23 minutes
116 What did you expect? Why expectations are important

Sten and Andy dive into the critical role of setting and managing expectations in business, particularly in client relationships.They discuss... more

12 Apr 2024 · 26 minutes
115 Advisor Stories: Lifestyle practice with Chloe Moore

Host Andy Traub talks with financial advisor and founder of Financial Staples, Chloe Moore. She shares her insights on connecting... more

10 Apr 2024 · 34 minutes
114 Dr. Josh Axe - Lessons from his deathbed - How to come back better

Sten talks with good friend Dr. Josh Axe, a functional medicine practitioner, author, and entrepreneur. Josh shares his personal journey... more

05 Apr 2024 · 34 minutes
Becoming An Elite Financial Advisor With Sten Morgan
123 The 8 Forms of Prospecting
Becoming An Elite Financial Advisor With Sten Morgan