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.

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