Becoming An Elite Financial Advisor With Sten Morgan

De: Sten Morgan & Andy Traub
  • Resumen

  • 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'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's leading young Financial Advisors.

    StenMorgan.com
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Episodios
  • 179 The Three Wrong Ways To Charge For Planning
    May 2 2025

    In this episode, Sten explains the mindset and strategy shifts advisors need to charge for their value confidently.

    Key Points:

    • Many advisors approach pricing the wrong way—often timidly or with inconsistent posture.
    • The quickest way to change results is to shift your energy and confidence in the very next strategy session.
    • Your price should reflect the value you deliver, not just your time or effort.
    • Confidence in your fee comes from knowing the client receives far more than they pay.
    • When you clearly communicate that value, clients are more likely to say “yes”—but even if they don’t, you’ll stand firm


    https://gobeelite.com/


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    25 m
  • 178 Every advisor should know how to talk about risk with their clients
    Apr 25 2025

    In this episode, Hector Martinez shares why every advisor should know how to talk about risk with their clients—and how to do it well. He unpacks why risk conversations often fall flat and offers simple ways to make them clear, personal, and actionable. Along the way, Hector reflects on the power of mentorship, gratitude, and relationships in the financial industry, reminding us that how we show up for others matters just as much as the advice we give.

    GoBeElite.com

    

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    28 m
  • 177 Elite Advisors In a Down Market
    Apr 18 2025

    Today we’re diving into one of the most important — and most avoided — skills for advisors: communication. Specifically, how do you talk to clients during a down market? Sten shares what he’s doing at Legacy and gives practical advice on how often to reach out, what to say, and why sharpening this superpower can set great advisors apart.

    GoBeElite.com

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    29 m
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