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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

129 Getting More Business Through Whiteboarding (Whiteboard University is here)

In this episode, Sten and Andy discuss the significance of whiteboarding in the business.Whiteboarding isn't just about drawing on a... more

14 Jun 2024 · 19 minutes
128 Live Longer or Die Earlier…your call

In this episode, Sten has a conversation with Stevyn Guinnip, the founder of Grow Wellthy, a company that helps financial... more

07 Jun 2024 · 30 minutes
127 Ways To Make Teaming Worth It w/ Jon Bass

In this episode, Andy interviews Jon Bass, a seasoned financial advisor with 14 years of experience.They dive into the significance... more

05 Jun 2024 · 25 minutes
126 The Best Book For Financial Planners Isn’t About Financial Planning

In today’s episode, Sten and Andy are discussing the profound influence Patrick Lencioni’s book "Getting Naked" has had on their... more

31 May 2024 · 19 minutes
125 The Elite Assumption: Getting more and better clients

In today’s episode, we discuss the Elite Assumption mindset.Embrace the Elite AssumptionWe dove deep into the power of the 'Elite... more

24 May 2024 · 14 minutes
124 Advisor Stories: Selling insurance makes selling planning easier with Nelson Wood

In this episode, Andy connects with Nelson Wood, an advisor with a family history in the industry dating back to... more

22 May 2024 · 23 minutes
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
Becoming An Elite Financial Advisor With Sten Morgan
129 Getting More Business Through Whiteboarding (Whiteboard University is here)
Becoming An Elite Financial Advisor With Sten Morgan
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