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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

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
147 Better Tech & a Better Team w/ Brittany Anderson

I’m excited to share some insights from my latest podcast episode with Brittany Anderson of Sweet Financial. This episode is... more

27 Sep 2024 · 31 minutes
146 How To Finally Transform Your Financial Advisory Business

In this episode, we discuss the details of our in-person training event, How To Charge LIVE, coming up on October... more

20 Sep 2024 · 24 minutes
145 Navigating the Leadership Labyrinth (Part 2)

In today’s episode, Andy and I continue our conversation about effectiveness as a leader. We’re diving into the importance of self-awareness,... more

13 Sep 2024 · 33 minutes
144 How do you really know if you’re a good leader? (Part 1)

In this podcast episode, we dive into the intricacies of effective leadership. Key Takeaways:Leadership Effectiveness:Results Matter: Good leadership is about achieving... more

06 Sep 2024 · 25 minutes
143 Niche Series: Working with Federal Employees

In the first episode of our Niche series, Andy Traub talks with Veronica Redfield, a financial advisor who has found... more

04 Sep 2024 · 24 minutes
142 Sold it and bought it back because of culture? Rob Dube

Get your seat to Whiteboard University, go to www.WhiteboardU.com.In this episode, Sten talks with entrepreneur, author, and speaker, Rob Dube.... more

30 Aug 2024 · 37 minutes
141 Book Review: Necessary Endings - Letting go to get the best

Get your seat to Whiteboard University - http://www.WhiteboardU.comIn this episode, Sten and Andy explore the concept of "necessary endings" based... more

23 Aug 2024 · 20 minutes
Becoming An Elite Financial Advisor With Sten Morgan
150 Niche Series: How to use college planning to gain clients & grow revenue
Becoming An Elite Financial Advisor With Sten Morgan