Everything from EAN, in one place.
The latest episodes, the book, the course, and the path into ElitePlus.
Five ways to become Elite
The average path is trial and error. Here, you start wherever you are, with whatever you need most.
The Book
Value First Prospecting
Sten’s book on winning clients by leading with value. Free, you just cover shipping.
$150
Prospecting Course
Sten’s self-paced prospecting system, taught step by step.
Credits toward ElitePlus or EliteLive.
Membership
ElitePlus
The membership. Three focus areas, one community, ongoing coaching.
THE Elite Financial Advisor Podcast
Most financial advisors follow the industry playbook. Elite Advisors choose a different path.
Welcome to the Elite Financial Advisor Podcast—where top advisors share the strategies, mindset, and stories behind building a better business, deeper client relationships, and the courage to grow through resistance.
Because becoming Elite isn’t about doing more; it’s about choosing a better path.
254 Chuck Downs / Rewiring the Advisor: Neuroplasticity & the Inner Game of Success
253 Dr. Jordan Hutchison / Flow State: The Hidden Engine Behind Great Advisors
252 Wes Young & Gavin Filasek / From Chasing Prospects to Creating Demand
251 Larry Shumbres / SEO Is Changing. Financial Advisors Need to Learn AEO.
250 Sten Morgan / PlanScore: The Advisor of the Future Sells a Process that Gets Results
We train advisors on the Elite Model, built around three focus areas.
1. Prospecting
Lead with ideas people want, target deliberately, and build a process that keeps you in front of the right people.
2. Communication
Whiteboarding, quantifying value, and running conversations that end in a decision instead of a follow-up.
3. Building Financial Plans
Deliver work worth paying for. A repeatable process and plans clients understand.
The Prospecting Course
$150 one time, credited toward ElitePlus or EliteLive
- Focus 1 - The Prospecting Spectrum
- 4 Lessons
- Focus 2 - Targeting Strategies
- 5 Lessons
- Focus 3 - Idea Partners
- 3 Lessons
- Focus 4 - Optimizing Success
Value First Prospecting
Get Sten’s book free. We pay for the book, you just cover shipping. Read it, then use the tools that come with it.
Why most prospecting fails before the first meeting
How to lead with value instead of asking for time
The targeting strategy Sten uses in his own practice
This week from EAN
One email a week. The new episode, what’s coming up live, and one thing worth doing in your practice.