Podcasts · For advisors
The Elite Financial Advisor Podcast
As of Oct 6, 2026, The Elite Financial Advisor Podcast, hosted by Sten Morgan, has published 13 episodes in the last 90 days; the latest is "253 Dr. Jordan Hutchison / Flow State: The Hidden Engine Behind Great Advisors" on Oct 2, 2026.
Interviews with advisors, coaches and industry figures about how advisory firms win clients and charge for planning. Recent topics include marketing as search moves to AI answers, estate and tax planning as a service line, and how the advisor business model is changing.
- Hosts
- Sten Morgan
- For
- Advisors
- Topic
- Practice management
- Latest episode
- Oct 2, 2026
Host verified as a registered investment adviser representative against IAPD on Oct 5, 2026.
Latest episodes
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Oct 2, 2026
253 Dr. Jordan Hutchison / Flow State: The Hidden Engine Behind Great Advisors 36 min
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Sep 25, 2026
252 Wes Young & Gavin Filasek / From Chasing Prospects to Creating Demand 37 min
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Sep 18, 2026
251 Larry Shumbres / SEO Is Changing. Financial Advisors Need to Learn AEO. 22 min
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Sep 11, 2026
250 Sten Morgan / PlanScore: The Advisor of the Future Sells a Process that Gets Results 29 min
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Sep 4, 2026
249 Tim White / Estate & Tax Planning: The Biggest Untapped Growth Opportunity 31 min
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Aug 28, 2026
248 Carl Richards & Steve Sanduski / How Will Our Industry Change in the Next 10 Years? 51 min
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Aug 21, 2026
247 Tim Maurer / The Biggest Lie Financial Advisors Were Sold 38 min
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Aug 14, 2026
246 Shruti Joshi / The Financial Advisor Model Is Changing - Are You Ready? 37 min
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Aug 7, 2026
245 Marc Adams / Why 9 Out of 10 Business Owners Never Sell Their Business 34 min
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Jul 31, 2026
244 Andy Schwartz / The Truth About Building an $18 Billion Advisory Firm 35 min
From the show's feed, read Oct 6, 2026. Titles are the show's own; links open the show's pages.
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