E168 – From Average to Exceptional: Redefining Your Path in Financial Advisory episode artwork

EPISODE · Dec 2, 2025 · 33 MIN

E168 – From Average to Exceptional: Redefining Your Path in Financial Advisory

from From Busy To Rich

In this episode of “From Busy to Rich,” host Wes Young interviews financial advisor and coach Sten Morgan about his journey in the financial industry. Sten shares lessons learned, emphasizing the importance of self-awareness, mentorship, and designing a unique career path. They discuss overcoming resistance, the value of feedback, and building on natural strengths. Wes explains his coaching methods for new advisors, including self-review and recorded practice. In today’s episode we will cover: Sten’s journey into the financial advisory business and his initial challenges. The importance of self-awareness in personal and professional growth. Strategies for navigating the financial advisory industry to achieve success more quickly. The role of mentorship and the concept of a “Sherpa” in guiding new advisors. Understanding and leveraging one’s natural talents and tendencies. Resource: Submit your podcast question here! Transform your practice! Attend a Live How to Charge event! Connect with From Busy to Rich: Wes Young Website Apple Podcasts Spotify YouTube Facebook LinkedIn Instagram X

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E168 – From Average to Exceptional: Redefining Your Path in Financial Advisory

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This episode is 33 minutes long.

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This episode was published on December 2, 2025.

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In this episode of “From Busy to Rich,” host Wes Young interviews financial advisor and coach Sten Morgan about his journey in the financial industry. Sten shares lessons learned, emphasizing the importance of self-awareness, mentorship, and...

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