Episode 104. Managing Money: Is it the best use of your time?

Feb 16, 2024

Sten talks about the delicate act of balancing business expansion with top-notch client advice.

Discover why Sten stopped chasing the elusive goal of becoming a full-time portfolio manager and how he found a sweet spot partnering with institutional money managers.

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Sten J. Morgan, CFP®, ChFC®
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