The Elite Financial Advisor Podcast With Sten Morgan

Sten J. Morgan

Booking Overview

This is an interview-led financial-advisor industry show focused on practice growth, client value, financial planning, technology, and the future of advice, with recurring guests including experienced advisors, industry executives, fintech founders, and professional thought leaders. Suitable pitches include CFP professionals, wealth-management executives, fintech and planning-technology founders, estate- and tax-planning specialists, and authors with actionable advisor-development expertise; booking difficulty is medium.

Metrics

Episodes: 252

Frequency: Weekly

Rating: 4.8/5.0

Estimated listeners: 1k-10k

Gender skew: Unknown

Location: USA

Contact Information

Publicly listed emails

april@eadvisornetwork.com

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Host

Sten J. Morgan - Certified Financial Planner (CFP) and Chartered Financial Consultant (ChFC) who hosts a show focused on helping financial professionals improve their practices, deliver greater value, and build mor...

Booking Intelligence

Booking Requirements

medium

Typical Credentials:

Experienced financial advisors, CFP professionals, senior executives in wealth management, fintech founders, estate- and tax-planning specialists, and recognized authors or educators serving the advisory profession.

Required Achievements:

Founded or led a financial-services, wealth-management, or fintech business, Built significant expertise in financial planning, advisor growth, or client communication, Published books, columns, or educational resources for financial professionals, Developed technology or platforms that improve advisory practices, Achieved a substantial business exit or held a senior industry leadership role

Recent Guest Discussions

Larry Shumbres - Answer Engine Optimization, Artificial Intelligence Discovery, Advisor Marketing, Compliance Technology, Digital Communication Channels, And Archiving.

Tim White - Estate And Tax Planning, Advisor Technology, Wealth Transfer, Client Growth, Comprehensive Planning, And Artificial Intelligence.

Steve Sanduski - The Future Of Advisory Practices, Artificial Intelligence And Automation, Human Skills, Advisor Development, Client Relationships, And Compensation Models.

Carl Richards - The Future Of Financial Advice, Artificial Intelligence, Human-centered Advising, Client Trust, Advisor Development, Compensation Models, And Life Planning.

Tim Maurer - Advisor Growth, Consultative Selling, Behavioral Finance, Client Communication, Curiosity, Practice Development, And Professional Burnout.

Recent Topics

Finance, Financial Advising, Practice Management, Financial Planning, Wealth Management

Episodes

Here's the recent few episodes on

The Elite Financial Advisor Podcast With Sten Morgan

252 Wes Young & Gavin Filasek / From Chasing Prospects to Creating Demand

September 25, 2026

This is Part 2 of our prospecting roundtable. If you missed Part 1, go back and start with Episode 234.In this roundtable episode of the Elite Financial Advisor Podcast, Sten Morgan, CFP®, ChFC®, gets the band back together with Wes Young, Founder and CEO of Wes Young & Associates, and Gavin Filasek, Co-Founder and Partner of Highland Wealth, to get practical about prospecting: how to stop chasing prospects and start creating demand. Prospecting is one of the three pillars of EAN's El...

251 Larry Shumbres / SEO Is Changing. Financial Advisors Need to Learn AEO.

September 18, 2026

In this episode of the Elite Financial Advisor Podcast, Sten Morgan, CFP®, ChFC®, sits down with Larry Shumbres, Founder and CEO of Archive Intel, to unpack a shift most advisors have not caught up to yet: the move from SEO to AEO (Answer Engine Optimization), and what it takes to get found when your next client asks ChatGPT or Claude for an advisor.Larry shares his path from IBM and Wall Street to building compliance technology, and why he believes compliance is not just a box to check but t...

250 Sten Morgan / PlanScore: The Advisor of the Future Sells a Process that Gets Results

September 11, 2026

In this solo episode of the Elite Financial Advisor Podcast, Sten Morgan, CFP®, ChFC®, introduces PlanScore - the software his team built to deliver financial plans clients actually understand - and shares the journey that took him from selling products to selling a process.Sten walks through his path into the business on the insurance and AUM side, the moment he realized advisors could get paid for their time and ideas, and the roadblocks he hit adding financial planning: it was heavy, slow,...

Publicly listed emails

april@eadvisornetwork.com

Looking for the right person? Join Podseeker to find direct host and producer contacts and manage your podcast outreach.

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