Becoming An Elite Financial Advisor With Sten Morgan

By: Sten Morgan & Andy Traub
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  • Summary

  • 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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Economics Leadership Marketing
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Episodes
  • 154 Justin Goodbread: Business growth & valuation hacks

    154 Justin Goodbread: Business growth & valuation hacks
    Nov 8 2024

    In the podcast, I talk with Justin Goodbread who shares his four-point framework for maximizing the value of financial advisory firms.

    Key points include consistently knowing your company's value, understanding the potential worth of a best-in-class business, focusing on increasing value rather than just profitability, and having a strategic plan with actionable items. His application of these principles led to seven- and even eight-figure exits for his businesses.

    Join us in Nashville for our next How To Charge LIVE workshop

    http://www.HowToChargeLive.com
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    28 mins
  • 153 Honest lessons from an industry veteran (Paul LaPiana of MassMutual)

    153 Honest lessons from an industry veteran (Paul LaPiana of MassMutual)
    Nov 1 2024

    A fascinating behind the scenes interview with an industry veteran, and Sten’s personal friend, Paul LaPiana of MassMutual. What’s the best path to take in this industry? What’s the future of financial planning?

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    31 mins
  • 152 How is MassMutual approaching financial planning? VP of Planning Brian Mawhinney

    152 How is MassMutual approaching financial planning? VP of Planning Brian Mawhinney
    Oct 25 2024

    Discover how MassMutual has transformed its approach to financial planning, making it a core part of the advisor-client relationship. You’ll hear about the shift from traditional methods to a more dynamic, fee-based model. Enjoy this peak behind the scenes of a major company in our industry.

    Thank you to our guest Brian Mawhinney, VP- Head of Financial Planning & Practice Management at MassMutual.
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    29 mins

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