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From Busy to Rich  

From Busy to Rich

Author: Wes Young

In an effort to get the most out of life many people often live a margin-less life, and leave many things undone. In the Busy to Rich Podcast Wes provides unique insights from over 20 years in financial services on how to run a successful practice, mindset, strategies, and more in an effort to inspire other advisors to increase their profitability and quality of life.
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Language: en

Genres: Business, Careers, Entrepreneurship

Contact email: Get it

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E168 — From Average to Exceptional: Redefining Your Path in Financial Advisory
Tuesday, 2 December, 2025

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. Resources: Submit your podcast question here! Transform your practice! Attend a Live How to Charge event! Other Listening Platforms: Listen on Apple Podcasts Stream on Spotify Watch on YouTube Connect with Us: Instagram X Facebook LinkedIn Youtube  Wes Young Live Website  

 

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