Becoming An Elite Financial Advisor With Sten Morgan  By  cover art

Becoming An Elite Financial Advisor With Sten Morgan

By: Sten Morgan & Andy Traub
  • 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
    Show more Show less
activate_primeday_promo_in_buybox_DT
Episodes
  • 135 Leadership Mistakes: Difficult Conversations
    Jul 19 2024

    In this episode, we kick off a new series focused on Leadership Mistakes and sharing some of the lessons I’ve learned. Today we dive into the necessity of managing difficult conversations.

    Here are some key takeaways:

    Curiosity Over Judgment: We emphasize the power of curiosity. Asking open-ended questions can transform a tough conversation into a productive dialogue. It’s all about understanding the other person’s perspective.

    Data-Driven Discussions: In business-related talks, grounding your conversation in data can help keep things objective and focused on the company’s needs rather than personal feelings.

    Vulnerability in Leadership: Leading with vulnerability by sharing your own feelings and concerns can create a safe space for open dialogue. It’s about being accessible and human.

    Real-Life Example: We share a story about a marketing event that didn’t go as planned. By asking the right questions, we uncovered different perspectives and learned valuable lessons.

    Frequency of Tough Talks: Some conversations need to be ongoing, while others should be clear and concise, allowing them to run their course. Knowing the difference is key.

    Empathy and Honesty: Addressing uncomfortable conversations head-on with empathy and honesty is crucial for the growth and success of your team and organization.

    Self-Awareness and Emotional Intelligence: Recognizing when a difficult conversation is necessary and approaching it with emotional intelligence can make all the difference.

    Want to attend our How To Charge LIVE event next month? We want to pay for the cost of your flight or hotel. Click here to schedule a call with Andy, or email him at andy@eadvisornetwork.com with the subject line “The Big Deal” to discuss your discount.

    Show more Show less
    25 mins
  • 134 Please, tell me the truth (Thanks For The Feedback)
    Jul 12 2024

    In this episode, Sten and Andy are talking about the book “Thanks for the Feedback” by Sheila Heen and Douglas Stone and sharing their key takeaways.

    They discuss personal experiences, highlighting their growth in handling feedback and the importance of constant feedback for personal and professional development, citing examples of successful individuals who actively seek feedback.

    They explore different types of feedback and the emotional triggers that can block it.

    The episode concludes with practical advice on seeking feedback from trusted sources and the necessity of embracing feedback to achieve continuous growth and self-improvement.

    Click here to purchase your seat at our next How To Charge LIVE event, and get $300 off your ticket using the code “300OFF” at checkout.

    Show more Show less
    20 mins
  • 133 The Threat and Potential of AI In Our Industry
    Jul 5 2024

    In this episode, Sten talks with Ben Angel. They dive deep into the impact of AI (artificial intelligence) on the financial industry and the role of financial advisors in adapting to these changes.

    Ben, who has 20 years of experience in educating entrepreneurs, highlights the potential benefits and risks of AI, emphasizing transparency, critical thinking, and the need for financial advisors to upskill.

    He also addresses regulatory concerns and the emotional implications of AI advancements.

    Ben’s latest book, "The Wolf is at The Door - How to Survive and Thrive in an AI-Driven World" explores societal, economic, and psychological impacts of artificial intelligence on the future of our existence.

    This episode is a must-listen for anyone interested in the future of finance and technology.

    Ben’s Website:

    https://www.thewolfofai.co/

    Ben’s Social Media

    Facebook | Instagram | YouTube

    Click here to purchase your seat at our next How To Charge LIVE event, and get $300 off your ticket using the code “300OFF” at checkout.

    If you attended Whiteboard University, reach out to support@eadvisornetwork.com to get your discount code for How To Charge LIVE.

    Show more Show less
    33 mins

What listeners say about Becoming An Elite Financial Advisor With Sten Morgan

Average customer ratings

Reviews - Please select the tabs below to change the source of reviews.