Ep 90: Taking Your Financial Services Firm To The Next Level with Sten Morgan

In this episode of Bridging the Gap, we sit down with Sten Morgan, a leading voice in financial services, president at Legacy Investment Planning and a coach to other financial advisors. Sten gives insights into the challenges he experienced while starting up his firm and how he pushed past industry “norms” to create a truly innovative firm. During this episode, we also dive into the Goldilocks principle, not having a predetermined outcome when meeting with clients, the importance of having a meeting agenda, and how to keep your audience engaged. This episode is one you want to hear for tactical information on how to grow your firm.

About Sten Morgan

Sten Morgan, CFP, ChFC, is a leading voice in the financial services industry and one of the most accomplished young advisors in the country. He founded Legacy Investment Planning by age 25 and was named a “40 under 40” advisor by Investment News at age 30. As president of Legacy, he strives to effect positive change in the industry, coach and support other advisors, and bring true value and vision to his clients.

Sten’s creative and proactive approach to financial planning and consulting is disrupting the financial advice space. In addition, he helps other advisors become more fulfilled and successful in their work. In 7 Mindsets of Success: What You Really Need to Do to Achieve Rapid, Top-Level Success (Morgan James Publishing, February 2017), he shares tips and advice for building a successful business, including the seven mindsets that helped him become a top financial advisor with his own firm at such a young age. He speaks at schools and conferences, teaching these same principles to budding entrepreneurs and experienced financial advisors alike.

Sten is one of the youngest advisors ever named to the Chairman’s Council. In addition, he was named a 30 under 30 advisor for millennials making a transformation in their industries by Think Advisor, and he has also received the 30 in their 30’s award for nonprofit leaders in Tennessee. Passionate about giving back to his community, Sten was a founding board member of Tucker’s House, a 501 (c)(3) non-profit organization that partners with the families of children with disabilities to make their homes safe and accessible.

A Certified Financial Planner and a Chartered Financial Consultant, Sten graduated with a Bachelor of Science in finance and economics from Linfield College in McMinnville, Oregon. He lives with his wife and three children in Franklin, Tenn., where he enjoys traveling and golfing in his free time.

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About the Show

Bridging the Gap is a financial podcast hosted by CEO Matt Reiner focused on bringing together leaders from the finance and the technology industries to focus on innovating the financial services industry.