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The Elite Financial Advisor Podcast With Sten Morgan

The Elite Financial Advisor Podcast With Sten Morgan

By: Sten Morgan
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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.

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Episodes
  • 256 Meredith Jones / Your People Are Your Product. Most Business Owners Still Don't Get It.

    256 Meredith Jones / Your People Are Your Product. Most Business Owners Still Don't Get It.
    Oct 23 2026
    In this episode of the Elite Financial Advisor Podcast, Sten Morgan, CFP®, welcomes Meredith Jones, SPHR, founder and CEO of Sera Business Advisors, to talk about the part of your practice that rarely gets planned: your people. From hiring and onboarding to growing future leaders, Meredith makes the case that HR is a growth strategy, not paperwork.Meredith started her career as an auditor at Deloitte, moved into HR there, and later worked on the people side of bank mergers before founding Sera Business Advisors. She explains why recruiting is really sales, why structure doesn't make you "corporate," when a growing firm needs an HR process or an in-house hire, and why the best leaders act more like coaches than critics.Communication is the second of the three focus areas of EAN's Elite Model, and this conversation shows how it reaches past clients to the people who serve them. They also cover why advisors put off getting help for their own business.As Meredith puts it: "At the end of the day, people are your product."In This EpisodeRecruiting is sales. If you can sell a client, you can sell a candidate, so be clear about who you are and why the right person should join.Structure isn't corporate. Hiring, onboarding, reviews and training are how your culture shows up.Lead like a coach: stretch your people, support them, and congratulate them, instead of only pointing out what's wrong.Around 30 to 35 people you need an HR process; around 100, a dedicated HR person. Before that, a fractional expert can fill the gap.Waiting until you can "afford" a coach delays your full potential. Treat every new hire as a possible future leader.Episode Timestamps00:00 - Introduction00:29 - From Deloitte auditor to HR leader04:27 - What HR means for a firm of any size06:49 - Hiring against a bigger offer08:32 - Structure isn't corporate, and leading like a coach10:55 - What AI can't replace11:34 - When you need an HR process or an in-house hire15:04 - Why advisors rarely ask for help19:12 - What having a coach signals21:48 - Why "when I can afford it" costs you23:24 - Spotting and growing future leaders26:29 - The movable middle and owning your career28:12 - What Meredith is excited aboutGet This Week's Free Tool: The People BlueprintA one-page tool with four action steps to hire, onboard and grow your team. Sign up once to get the tool from every episode.Get the tool here:https://gobeelite.com/elite-advisor-podcast-companion-page?utm_source=shownotes&utm_medium=podcast&utm_campaign=ep_256_meredith_jonesTake the Free EliteIndex:Where do you fall between average and Elite? This free 5-minute assessment shows how the Elite Model can help you get paid for what you know instead of what you sell.Take the EliteIndex here:https://eadvisornetwork.com/eliteindex/?utm_source=shownotes&utm_medium=podcast&utm_campaign=ep_256_meredith_jonesGet the Free Book: Value First ProspectingSten Morgan's book shows you how to create demand, lead with ideas, and turn first meetings into strategy conversations instead of sales meetings. Claim your free copy - just cover shipping.Get the book here:https://gobeelite.com/free-book?utm_source=shownotes&utm_medium=podcast&utm_campaign=ep_256_meredith_jonesTake the Prospecting Course:Prospecting is the first focus area of the Elite Model. Five self-guided lessons and a workbook help you find the strategies that fit you and leave with a 30-day plan you'll actually run.Start the Prospecting Course here:https://eadvisornetwork.com/prospecting-course/?utm_source=shownotes&utm_medium=podcast&utm_campaign=ep_256_meredith_jonesAttend Elite Advisor Live:Our in-person training where advisors get the reps, feedback, and proven system to start charging for advice and clearly communicate their value.See upcoming Elite Advisor Live events here:https://www.eliteadvisorlive.com?utm_source=shownotes&utm_medium=podcast&utm_campaign=ep_256_meredith_jonesApply to ElitePlus:ElitePlus is for advisors who are done dabbling and ready to become Elite: proximity, accountability, real-time coaching, and a complete operating system to help you grow at a higher level.Apply for ElitePlus here:https://eadvisornetwork.com/eliteplus/?utm_source=shownotes&utm_medium=podcast&utm_campaign=ep_256_meredith_jonesConnect With Elite Advisor NetworkWebsite: https://eadvisornetwork.com?utm_source=shownotes&utm_medium=podcast&utm_campaign=ep_256_meredith_jonesPodcast: https://podcasts.apple.com/us/podcast/the-elite-financial-advisor-podcast-with-sten-morgan/id1601321140LinkedIn: https://www.linkedin.com/company/elite-advisor-networkYouTube: https://www.youtube.com/@EliteAdvisorNetwork#EliteAdvisorNetwork #FinancialAdvisor #StenMorgan #HumanResources #AdvisorLeadership #FinancialPlanning #AdvisorGrowth
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    32 mins
  • 255 Adam Knorr / Stop Posting Into the Void: How to Turn LinkedIn Into Real Clients

    255 Adam Knorr / Stop Posting Into the Void: How to Turn LinkedIn Into Real Clients
    Oct 16 2026
    In this episode of the Elite Financial Advisor Podcast, Sten Morgan, CFP®, ChFC®, welcomes Adam Knorr, CEO of Take Action Copy and co-founder of InfluenceLab, to unpack what it really takes to turn LinkedIn into booked meetings: realistic timelines, a clear niche, and DMs that sound like a person instead of a brochure.Adam spent six years as a wholesaler at Jackson National and AllianceBernstein before leaving in 2022 to write. He now ghostwrites LinkedIn content for financial advisors and built InfluenceLab, a tool that coaches advisors on their own drafts while keeping their voice. He explains why you should give LinkedIn 90 days before judging it, why most DIY advisors get more from outbound DMs than from posts, and why the people who never comment are often the ones who book.Prospecting is the first of the three focus areas of EAN's Elite Model, and this conversation is a practical playbook for making content one piece of your prospecting, not the whole plan. Adam also covers who shouldn't bother with LinkedIn, how to vet a content agency, and why YouTube can win on leads.As Adam puts it: "You guys preach compound interest to your clients every single day. It's no different here."In This EpisodeLinkedIn is the long game. Give it 90 days, and expect results to compound, not show up overnight.Two things have to be true: a posting rhythm you can keep without burning out, and a clear niche. The generalist is everybody's second option.Write DMs the way you text a friend: short messages, no paragraphs, and never the words "comprehensive" or "holistic."Most leads come from lurkers who read for months and never comment, so don't judge your content by the likes.No 30 minutes a day (or a teammate to cover it)? Don't post. If you have it, start with one post a week and build the habit.Episode Timestamps00:00 - Introduction00:26 - From journalism to wholesaling to LinkedIn ghostwriting02:32 - Why LinkedIn needs 90 days before you judge it09:05 - What has to be true: consistency and a clear niche16:33 - Content or DMs, and how to write DMs that sound human20:14 - Who shouldn't do LinkedIn at all21:46 - Why YouTube can beat LinkedIn for leads23:52 - Lurkers, lead magnets and the funnel27:31 - How to vet a content agency29:09 - Building InfluenceLabGet the Free Episode Companion Guide:Want the cheat sheet? Our one-page companion guide covers the LinkedIn blueprint, core insights, and four action steps.Grab your free copy here:https://gobeelite.com/elite-advisor-podcast-companion-page?utm_source=shownotes&utm_medium=podcast&utm_campaign=ep_255_adam_knorrTake the Free EliteIndex:Where do you fall between average and Elite? This free 5-minute assessment shows how the Elite Model can help you get paid for what you know instead of what you sell.Take the EliteIndex here:https://eadvisornetwork.com/eliteindex/?utm_source=shownotes&utm_medium=podcast&utm_campaign=ep_255_adam_knorrGet the Free Book: Value First ProspectingSten Morgan's book shows you how to create demand, lead with ideas, and turn first meetings into strategy conversations instead of sales meetings. Claim your free copy - just cover shipping.Get the book here:https://gobeelite.com/free-book?utm_source=shownotes&utm_medium=podcast&utm_campaign=ep_255_adam_knorrTake the Prospecting Course:Prospecting is the first focus area of the Elite Model. Five self-guided lessons and a workbook help you find the strategies that fit you and leave with a 30-day plan you'll actually run.Start the Prospecting Course here:https://eadvisornetwork.com/prospecting-course/?utm_source=shownotes&utm_medium=podcast&utm_campaign=ep_255_adam_knorrAttend Elite Advisor Live:Our in-person training where advisors get the reps, feedback, and proven system to start charging for advice and clearly communicate their value.See upcoming Elite Advisor Live events here:https://www.eliteadvisorlive.com?utm_source=shownotes&utm_medium=podcast&utm_campaign=ep_255_adam_knorrApply to ElitePlus:ElitePlus is for advisors who are done dabbling and ready to become Elite: proximity, accountability, real-time coaching, and a complete operating system to help you grow at a higher level.Apply for ElitePlus here:https://eadvisornetwork.com/eliteplus/?utm_source=shownotes&utm_medium=podcast&utm_campaign=ep_255_adam_knorrConnect With Elite Advisor NetworkWebsite: https://eadvisornetwork.com?utm_source=shownotes&utm_medium=podcast&utm_campaign=ep_255_adam_knorrPodcast: https://podcasts.apple.com/us/podcast/the-elite-financial-advisor-podcast-with-sten-morgan/id1601321140LinkedIn: https://www.linkedin.com/company/elite-advisor-networkYouTube: https://www.youtube.com/@EliteAdvisorNetwork#EliteAdvisorNetwork #FinancialAdvisor #StenMorgan #LinkedInMarketing #AdvisorMarketing #FinancialPlanning #AdvisorGrowth
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    38 mins
  • 254 Chuck Downs / Rewiring the Advisor: Neuroplasticity & the Inner Game of Success

    254 Chuck Downs / Rewiring the Advisor: Neuroplasticity & the Inner Game of Success
    Oct 9 2026
    In this episode of the Elite Financial Advisor Podcast, Sten Morgan, CFP®, ChFC®, is joined by Chuck Downs, founder of Epic Success Coaching and a former Northwestern Mutual managing director, to talk about the inner game behind elite performance: why some advisors break through while others stay stuck, and what it takes to rewire the programming holding you back.After 25 years as an advisor and leader of advisors, Chuck now coaches high performers on letting go of who they're not. He explains how inherited stories become adopted beliefs and conditioned behaviors, how neuroplasticity lets you rewire fear, doubt, and regret, and why success alone just gives you a bigger stage to feel the fear.Communication is one of the three pillars of EAN's Elite Model, and this conversation shows how the inner work changes the way you show up with clients and your team - less pushing, more pulling people in. Chuck also shares a simple daily practice to start feeling the emotions you actually want.As Chuck puts it: "Nobody lives up to their potential. Everyone lives up to their programming."In This EpisodeNobody lives up to their potential - everyone lives up to their programming: the stories, beliefs, and behaviors you inherited.Neuroplasticity means you can rewire old pathways of fear, doubt, and regret into empowering thoughts and productive behaviors.Success doesn't remove fear or insecurity. It just gives you a bigger stage to feel it.You can't hit a target you can't see: name the emotions you want to feel, write them into a first-person vision, and see and feel it daily.Don't let other people's reactions decide yours. Swap "that's not fair" for curiosity and compassion.Episode Timestamps00:00 - Introduction and a full-circle reunion01:28 - From advisor to coaching human potential03:31 - The movable middle: why some advisors break through05:31 - Neural pathways and neuroplasticity13:00 - Why success gives you a bigger stage to feel the fear18:54 - Magnetism: why people want to be around you21:52 - Step one: name the emotions you want to feel25:29 - Don't let others determine how you react29:26 - Balancing the inner work with running the businessGet the Free Episode Companion Guide:Want the cheat sheet? Our one-page companion guide covers the rewire blueprint, core insights, and four action steps.Grab your free copy here:https://gobeelite.com/elite-advisor-podcast-companion-page?utm_source=shownotes&utm_medium=podcast&utm_campaign=ep_254_chuck_downsTake the Free EliteIndex:Where do you fall between average and Elite? This free 5-minute assessment shows how the Elite Model can help you get paid for what you know instead of what you sell.Take the EliteIndex here:https://eadvisornetwork.com/eliteindex/?utm_source=shownotes&utm_medium=podcast&utm_campaign=ep_254_chuck_downsTake the Prospecting Course:Prospecting is the first focus area of the Elite Model. Five self-guided lessons and a workbook help you find the strategies that fit you and leave with a 30-day plan you'll actually run.Start the Prospecting Course here:https://eadvisornetwork.com/prospecting-course/?utm_source=shownotes&utm_medium=podcast&utm_campaign=ep_254_chuck_downsGet the Free Book: Value First ProspectingSten Morgan's book shows you how to create demand, lead with ideas, and turn first meetings into strategy conversations instead of sales meetings. Claim your free copy - just cover shipping.Get the book here:https://gobeelite.com/free-book?utm_source=shownotes&utm_medium=podcast&utm_campaign=ep_254_chuck_downsAttend Elite Advisor Live:Our in-person training where advisors get the reps, feedback, and proven system to start charging for advice and clearly communicate their value.Learn more about Elite Advisor Live here:https://www.eliteadvisorlive.com?utm_source=shownotes&utm_medium=podcast&utm_campaign=ep_254_chuck_downsApply to Elite+:Elite+ is for advisors who are done dabbling and ready to become Elite: proximity, accountability, real-time coaching, and a complete operating system to help you grow at a higher level.Apply for Elite+ here:https://eadvisornetwork.com/eliteplus/?utm_source=shownotes&utm_medium=podcast&utm_campaign=ep_254_chuck_downsConnect With Elite Advisor NetworkWebsite: https://eadvisornetwork.com?utm_source=shownotes&utm_medium=podcast&utm_campaign=ep_254_chuck_downsPodcast: https://podcasts.apple.com/us/podcast/the-elite-financial-advisor-podcast-with-sten-morgan/id1601321140LinkedIn: https://www.linkedin.com/company/elite-advisor-networkYouTube: https://www.youtube.com/@EliteAdvisorNetworkSubscribeSubscribe for more conversations and training to help financial advisors reject average and become elite.#EliteAdvisorNetwork #FinancialAdvisor #StenMorgan #Neuroplasticity #AdvisorMindset #FinancialPlanning #AdvisorGrowth
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    34 mins
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