Becoming an Elite Financial Advisor with Sten Morgan

A show for financial professionals who want to be challenged to go to achieve success and reach their true potential, faster. Where you gain proven and practical knowledge that you can implement on Monday morning when you get to the office. Featuring Sten Morgan, one of the nation’s leading young Financial Advisors.

Dig in to Recent Episodes

116 What did you expect? Why expectations are important

Sten and Andy dive into the critical role of setting and managing expectations in business, particularly in client relationships. They discuss the consequences of unmet expectations, such as negative client feedback and job dissatisfaction, and the common issue of...

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115 Advisor Stories: Lifestyle practice with Chloe Moore

Host Andy Traub talks with financial advisor and founder of Financial Staples, Chloe Moore. She shares her insights on connecting with clients, particularly those from minority groups, and her expertise in equity compensation. She discusses her approach to asking...

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Meet your Hosts

Sten Morgan

Sten Morgan

Host

Andy Traub

Andy Traub

Co-Host