The Elite Financial Advisor Podcast With Sten Morgan cover art

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
  • 237 The Future Financial Advisor: Why Human Connection Wins in an AI World

    237 The Future Financial Advisor: Why Human Connection Wins in an AI World
    Jun 12 2026
    In this episode of Elite Advisor Podcast, Sten Morgan sits down with Shannon Reid to talk about how the role of the financial advisor is shifting from pure investment management to holistic life planning and how top-tier firms are leveraging AI to reclaim time for human-centric service.They discuss the transition from investment-led to advice-led models, maintaining structural authority in a tech-driven market, and how financial advisors can transition your practice into a future-proof, advice-led business that thrives on human connection while leveraging elite technology..If you’re ready to stop settling for comfortable and start building at your highest level, this conversation will challenge how you think about your business, your value, and the impact you create for clients.In This EpisodeYour value isn't in the data entry or the market analysis—it is in the psychological guidance and structural authority you provide when a client’s life becomes complex.The 'Manager of AI' Framework: Viewing technology as the engine for research and documentation so the human advisor can remain the visionary leader of the client relationship.Audit your current client review meetings; if you spend more than 20 percent of the time on market performance instead of legacy and life goals, you are misaligning your value.Shannon Reid emphasizes that while technology can anticipate needs, it cannot care—the advisor’s true competitive advantage is being the person the client actually trusts and listens to.Identify one administrative or data-entry task this week that can be automated or delegated to reclaim five hours for high-impact prospect meetings.Episode Timestamps04:32 — The Evolution of the Advisor: From Product Sales to Life Planning09:10 — Pricing for Advice: Why Your Fee Model Must Match Your True Value12:42 — The AI Revolution: Automating the Data while Keeping the Human Connection18:36 — Defining the New Skill Set: What it Takes to Win in the Next Decade22:56 — Growth Metrics: Why Leading Advisors are Outpacing the Industry Average28:48 — The Cost of Change: Evaluating the Risks and Distractions of Firm Shifts32:05 — Becoming a 'Manager of AI': The Future of Portfolio ManagementFree Resources for Financial AdvisorsWant to become a more elite advisor?We have free resources to help you improve the way you think, communicate, and grow your business.Get access to our free course on how to become an Elite Advisor, plus training videos that show you how to whiteboard ideas with clients using real examples.Get the free resources here:https://www.eliteadvisornetwork.com/free?utm_source=youtube&utm_medium=podcast&utm_campaign=ep_237Get the Free Book: Value First ProspectingMost advisors were trained to sell first and hope trust shows up later.Value First Prospecting shows you how to create demand, lead with ideas, and turn first meetings into strategy conversations instead of sales meetings.You can claim a free copy of Sten Morgan’s book, Value First Prospecting. Just cover shipping.Get the book here:https://www.valuefirstbook.com/?utm_source=youtube&utm_medium=podcast&utm_campaign=ep_237Attend How to Charge LIVEIf you want more revenue, more confidence, and a clearer planning process, you do not need more theory.You need reps, feedback, and a proven system.How to Charge LIVE is our in-person training experience where advisors learn how to start charging for advice, communicate their value, and build a stronger planning business.Learn more about How to Charge LIVE here:https://www.howtochargelive.com/?utm_source=youtube&utm_medium=podcast&utm_campaign=ep_237Join Elite PlusElite Plus is for advisors who are done dabbling and ready to become Elite.Inside Elite Plus, you get proximity, accountability, real-time coaching, and a complete operating system to help you remove resistance and grow at a higher level.If you are serious about implementation, better thinking, and becoming the advisor your clients actually need, Elite Plus is the next step.Join Elite Plus here:https://www.eliteadvisornetwork.com/plus?utm_source=youtube&utm_medium=podcast&utm_campaign=ep_237Connect With Elite Advisor NetworkWebsite: https://www.eliteadvisornetwork.com/?utm_source=youtube&utm_medium=podcast&utm_campaign=ep_237Podcast: https://podcasts.apple.com/us/podcast/elite-advisorLinkedIn: https://www.linkedin.com/company/elite-advisor-networkYouTube: https://www.youtube.com/@EliteAdvisorNetworkSubscribeSubscribe for more conversations, training, and practical ideas to help financial advisors reject average and become elite.#EliteAdvisorNetwork #FinancialAdvisor #StenMorgan #ValueFirstProspecting #FinancialPlanning #AdvisorMarketing #AdvisorGrowth
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    37 mins
  • 236 From Shared Expenses to Formal $1 Billion Team: How Holden Fox Built a Real Advisory Firm

    236 From Shared Expenses to Formal $1 Billion Team: How Holden Fox Built a Real Advisory Firm
    Jun 5 2026
    In this episode of Elite Advisor Podcast, Sten Morgan sits down with Holden Fox to talk about how to transition from a group of solo advisors sharing expenses to a unified, scalable organization by focusing on specialization, operational efficiency, and the build-first growth model.They discuss the transition from siloed advisors to unified operations, maximizing advisor capacity through extreme specialization, and how financial advisors can build a scalable, high-growth firm where the leader focuses on their highest value role..If you’re ready to stop settling for comfortable and start building at your highest level, this conversation will challenge how you think about your business, your value, and the impact you create for clients.In This EpisodeTrue growth requires moving from a solo mindset to a firm mindset where alignment and shared SOPs are non-negotiable requirements for every team member.The 'Build-First, Grow-Later' framework ensures that infrastructure and headcount are in place before growth hits, protecting the client experience during rapid scaling.Audit your current advisor capacity by tracking actual 'client meetings per year' segmented by service level rather than relying on vague AUM or client count metrics.Efficiency isn't about being nice; it's about respecting the value of human capital and ensuring your team has every tool necessary to maximize the time you pay for.Identify one area where you are still acting as a 'hobbyist'—whether in advising or operations—and define the specific path to hand that responsibility to an expert.Episode Timestamps00:00 — Introduction to Holden Fox and the Fox Alliance journey02:45 — Why traditional 'brute force' prospecting is the antithesis of value creation05:15 — The turning point: Shifting from shared resources to a unified partnership09:01 — How to force clarity and alignment across a growing advisor team15:44 — The math of efficiency: Prioritizing ROI and human capital costs21:35 — Build-First Strategy: Why Fox Alliance hires 12 months ahead of growth26:42 — Using meeting counts as the ultimate metric for advisor capacity32:15 — The Power of Moments: Creating high-impact client experiences through structureFree Resources for Financial AdvisorsWant to become a more elite advisor?We have free resources to help you improve the way you think, communicate, and grow your business.Get access to our free course on how to become an Elite Advisor, plus training videos that show you how to whiteboard ideas with clients using real examples.Get the free resources here:https://www.eliteadvisornetwork.com/free?utm_source=youtube&utm_medium=podcast&utm_campaign=ep_236Get the Free Book: Value First ProspectingMost advisors were trained to sell first and hope trust shows up later.Value First Prospecting shows you how to create demand, lead with ideas, and turn first meetings into strategy conversations instead of sales meetings.You can claim a free copy of Sten Morgan’s book, Value First Prospecting. Just cover shipping.Get the book here:https://www.valuefirstbook.com/?utm_source=youtube&utm_medium=podcast&utm_campaign=ep_236Attend How to Charge LIVEIf you want more revenue, more confidence, and a clearer planning process, you do not need more theory. You need reps, feedback, and a proven system.How to Charge LIVE is our in-person training experience where advisors learn how to start charging for advice, communicate their value, and build a stronger planning business.Learn more about How to Charge LIVE here:https://www.howtochargelive.com/?utm_source=youtube&utm_medium=podcast&utm_campaign=ep_236Join Elite PlusElite Plus is for advisors who are done dabbling and ready to become Elite.Inside Elite Plus, you get proximity, accountability, real-time coaching, and a complete operating system to help you remove resistance and grow at a higher level.If you are serious about implementation, better thinking, and becoming the advisor your clients actually need, Elite Plus is the next step.Join Elite Plus here:https://www.eliteadvisornetwork.com/plus?utm_source=youtube&utm_medium=podcast&utm_campaign=ep_236Connect With Elite Advisor NetworkWebsite: https://www.eliteadvisornetwork.com/?utm_source=youtube&utm_medium=podcast&utm_campaign=ep_236Podcast: https://podcasts.apple.com/us/podcast/elite-advisorLinkedIn: https://www.linkedin.com/company/elite-advisor-networkYouTube: https://www.youtube.com/@EliteAdvisorNetworkSubscribeSubscribe for more conversations, training, and practical ideas to help financial advisors reject average and become elite.#EliteAdvisorNetwork #FinancialAdvisor #StenMorgan #ValueFirstProspecting #FinancialPlanning #AdvisorMarketing #AdvisorGrowth
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    37 mins
  • 235 From Practitioner to Entrepreneur: Sten's Journey

    235 From Practitioner to Entrepreneur: Sten's Journey
    May 29 2026
    In this episode of Elite Advisor Podcast, Sten Morgan sits down with Wendell Moon to talk about the internal and external evolution required to move from being a high-capacity producer to a visionary leader who rejects the industry’s broken status quo.They discuss the transition from producer to leader, overcoming the savior complex in business, and how financial advisors can evolve from a solo producer into a resilient, high-impact business owner who leads with structural authority.If you’re ready to stop settling for comfortable and start building at your highest level, this conversation will challenge how you think about your business, your value, and the impact you create for clients. In This EpisodeThe industry's default model is fundamentally broken; true Elite Advisors stop operating within systems they simply inherited and start designing ones that serve their vision rather than their firm.The Three Stages of Growth—Awareness, Understanding, and Belief—are the necessary psychological shifts every advisor must navigate to reach the top 1% of the industry.Practice the 'Rule of 5' this week by intentionally asking five people for help; breaking the 'trust only yourself' habit is the first step toward scaling your leadership.You can serve the world without trying to save it; releasing the burden of being a 'savior' for your clients allows you to lead them with significantly more clarity and impact.Identify one area where you are currently 'people-pleasing' at the cost of your firm's growth and have the 'kind but not nice' conversation required to fix it this week.Episode Timestamps04:55 — A look behind the curtain of an Elite Advisor’s path08:15 — Why the status quo model is broken and how to reject it12:30 — Moving from a sales business to a high-value delivery process17:50 — The Three Stages of Growth: Awareness, Understanding, and Belief20:30 — How to serve the world without the burden of saving it28:50 — The Producer's Trap: Building a firm that doesn't rely on your capacity35:40 — Vulnerability as a business strategy: The power of asking for help44:00 — The three-pillar framework for sustainable leadership successFree Resources for Financial AdvisorsWant to become a more elite advisor?We have free resources to help you improve the way you think, communicate, and grow your business.Get access to our free course on how to become an Elite Advisor, plus training videos that show you how to whiteboard ideas with clients using real examples.Get the free resources here:https://gobeelite.com/elite-advisor-path-resources?utm_source=youtube&utm_medium=podcast&utm_campaign=ep_235Get the Free Book: Value First ProspectingMost advisors were trained to sell first and hope trust shows up later.Value First Prospecting shows you how to create demand, lead with ideas, and turn first meetings into strategy conversations instead of sales meetings.You can claim a free copy of Sten Morgan’s book, Value First Prospecting. Just cover shipping.Get the book here:https://gobeelite.com/free-book?utm_source=youtube&utm_medium=podcast&utm_campaign=ep_235Attend How to Charge LIVEIf you want more revenue, more confidence, and a clearer planning process, you do not need more theory.You need reps, feedback, and a proven system.How to Charge LIVE is our in-person training experience where advisors learn how to start charging for advice, communicate their value, and build a stronger planning business.Learn more about How to Charge LIVE here:https://www.howtochargelive.com/?utm_source=youtube&utm_medium=podcast&utm_campaign=ep_235Join Elite PlusElite Plus is for advisors who are done dabbling and ready to become Elite.Inside Elite Plus, you get proximity, accountability, real-time coaching, and a complete operating system to help you remove resistance and grow at a higher level.If you are serious about implementation, better thinking, and becoming the advisor your clients actually need, Elite Plus is the next step.Join Elite Plus here:https://eadvisornetwork.com/join-ean/?utm_source=youtube&utm_medium=podcast&utm_campaign=ep_235Connect With Elite Advisor NetworkWebsite: https://www.eadvisornetwork.com/?utm_source=youtube&utm_medium=podcast&utm_campaign=ep_235Podcast: 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, training, and practical ideas to help financial advisors reject average and become elite.#EliteAdvisorNetwork #FinancialAdvisor #StenMorgan #ValueFirstProspecting #FinancialPlanning #AdvisorMarketing #AdvisorGrowth
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    47 mins
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