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Episode 6 | Sten Morgan - The Money Mindset
In Episode 6, Calvin sits down with Sten Morgan. Sten has become one of the youngest, top financial advisors in the country, and he built his business in just three years. He is in the top percentile of people in his business, and more successful than advisors with thirty years or more experience, and he believes these seven psychological mindsets from his debut book release for "7 Mindsets of Success" will unlock success for you too. Releasing Nationwide on July 4, 2017. Pre-Order your copy now at http://stenmorgan.com
Each season of life is accompanied by unique financial goals and challenges. Sten and his team work closely with our clients to simplify the complex decisions that come during these different seasons of life. Sten focuses on retirement, estate, and tax planning strategies for individuals, business owners, corporate executives, and their families.
Sten's certifications as a CERTIFIED FINANCIAL PLANNERTM and a Chartered Financial Consultant® help him advise his clients on virtually any financial issue. After operating a successful practice in Oregon, Sten moved to Nashville in 2009 to join a local investment management firm. Sten then founded Legacy Investment Planning in 2012.
Sten has been recognized as a member of Society 1851, which represents the top 2%-3% of advisors affiliated with MML Investor Services in the country.
Sten is an active board member of Tucker's House, a non-profit organization that partners with families of children with disabilities to evaluate and retrofit their homes so they can be safe and accessible. Sten resides in Franklin with his wife, Taylor, and their two daughters. He enjoys traveling, golfing, and spending time with his family. Sten and his family attend Grace Chapel church in Leiper's Fork, Tennessee.
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By Calvin Nowell: Author, Marketing Entrepreneur, & MusicianIn Episode 6, Calvin sits down with Sten Morgan. Sten has become one of the youngest, top financial advisors in the country, and he built his business in just three years. He is in the top percentile of people in his business, and more successful than advisors with thirty years or more experience, and he believes these seven psychological mindsets from his debut book release for "7 Mindsets of Success" will unlock success for you too. Releasing Nationwide on July 4, 2017. Pre-Order your copy now at http://stenmorgan.com
Each season of life is accompanied by unique financial goals and challenges. Sten and his team work closely with our clients to simplify the complex decisions that come during these different seasons of life. Sten focuses on retirement, estate, and tax planning strategies for individuals, business owners, corporate executives, and their families.
Sten's certifications as a CERTIFIED FINANCIAL PLANNERTM and a Chartered Financial Consultant® help him advise his clients on virtually any financial issue. After operating a successful practice in Oregon, Sten moved to Nashville in 2009 to join a local investment management firm. Sten then founded Legacy Investment Planning in 2012.
Sten has been recognized as a member of Society 1851, which represents the top 2%-3% of advisors affiliated with MML Investor Services in the country.
Sten is an active board member of Tucker's House, a non-profit organization that partners with families of children with disabilities to evaluate and retrofit their homes so they can be safe and accessible. Sten resides in Franklin with his wife, Taylor, and their two daughters. He enjoys traveling, golfing, and spending time with his family. Sten and his family attend Grace Chapel church in Leiper's Fork, Tennessee.