pod.link/1601321140
pod.link copied!
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

Listen now on

Apple Podcasts
Spotify
Overcast
Podcast Addict
Pocket Casts
Castbox
Podbean
iHeartRadio
Player FM
Podcast Republic
Castro
RSS

Episodes

157 From baseball cards to successful advisor: David Adams

We have 15 spots left for our next How To Charge LIVE workshop. Get your seat at http://www.HowToChargeLive.com. David Adam’s story... more

29 Nov 2024 · 31 minutes
156 Improving youth mental health w/ Dr. Andrea Mata

We care about you as a whole person, which is why today we’re featuring Dr. Andrea Mata, a youth mental... more

22 Nov 2024 · 32 minutes
155 Three ways to make your meetings better tomorrow

This episode is packed with practical tips and real-life examples that can help you transform your meetings from mundane to... more

15 Nov 2024 · 20 minutes
154 Justin Goodbread: Business growth & valuation hacks

In the podcast, I talk with Justin Goodbread who shares his four-point framework for maximizing the value of financial advisory... more

08 Nov 2024 · 27 minutes
153 Honest lessons from an industry veteran (Paul LaPiana of MassMutual)

A fascinating behind the scenes interview with an industry veteran, and Sten’s personal friend, Paul LaPiana of MassMutual. What’s the... more

01 Nov 2024 · 30 minutes
152 How is MassMutual approaching financial planning? VP of Planning Brian Mawhinney

Discover how MassMutual has transformed its approach to financial planning, making it a core part of the advisor-client relationship. You’ll... more

25 Oct 2024 · 28 minutes
151 The Future Belongs To Map Makers

Today we dive into the metaphor of map-making and its profound relevance to the financial advisory industry. Advisors, much like... more

18 Oct 2024 · 21 minutes
150 Niche Series: How to use college planning to gain clients & grow revenue

This episode is a goldmine of practical advice and strategies that can help you enhance your practice through college planning. We... more

11 Oct 2024 · 34 minutes
149 Wes Young: Wholesalers; Secret weapon or a waste of time?

Wholesalers can be a waste of time or they can help you grow your business, but how do you develop... more

04 Oct 2024 · 27 minutes
148 Niche Series: Young Families w/ Mark Hansen

In this episode of our “Niche Series,” Andy talks with advisor Mark Hansen to discuss the niche of financial advising... more

02 Oct 2024 · 25 minutes
Becoming An Elite Financial Advisor With Sten Morgan
157 From baseball cards to successful advisor: David Adams
Becoming An Elite Financial Advisor With Sten Morgan