Recent Episodes
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Recent Reviews
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Jenna PagBest financial planner podcastI just started as a financial planner and this has been an amazing listen and learned so much! It is a very practical podcast!
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GrimusDaRaptorEAN | Game ChangerSten and Andy have been amazing and beyond generous with their time and ideas. Beyond grateful to come across their Podcast 6 months ago!
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George LaurinitisDynamic Duo!Sten and Andy in the morning! Great show, great guys, elite content and practical advice. As a new advisor I can’t get enough of their collective wisdom!
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jm3482Highly recommendLove how these guys think about our industry and where it is heading. Listen weekly
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maybdihjlzProspectingI just listened to 15 minutes of the “prospecting” episode…what a waste of my time.
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Lacrosse MommaThese guys make me want to become an advisor!I love listening to Sten and Andy and I am not even an advisor. Their practical approach to navigating life is so refreshing. I love how they bring in outside teachings and cool book references to the world of advisors. I also love the humor they bring to a mostly stale industry. This podcast makes me want to go out and find an advisor to help me and my family. I want a whiteboard session!
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GarrettMalThese guys are awesome!I am 7 months in at a Broker Dealer and am now looking to get into an RIA to be able to have more freedom to charge for my advice after listening to these guys. These guys are so intelligent and always give out practical ideas. 100% my favorite podcast.
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.B.K.A.My favorite podcast for financial advisors.I have listened to a lot of podcasts for financial advisors and this is by far my favorite. Andy and Sten do an amazing job to give simple, applicable ideas that you can start implementing tomorrow. If you’re looking for a podcast that will not only give you great ideas but push you to act on them then you definitely need to give this podcast a try.
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Musing801One of the highlights of my weekAs a new advisor on my second career, Sten and Andy have given me a clear sense of direction and purpose as I navigate the journey ahead of me. The content they share is relevant, timely, inspiring, and actionable. I appreciate that they not only address the business of advising/planning, but also topics covering personal well-being and mindset. I’m a fan of the quote, “If it doesn’t challenge you, it doesn’t change you.” This podcast WILL challenge you to grow as an advisor and human being. And, if you let it, it will change you for the better.
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epic_vball15Make Time for ThisIf you’re a financial advisor, you need to make time to listen to this one every week! I’ve been faithfully listening since I was at my old BD. Andy and Sten do a great job of bringing up real topics that advisors are actually looking to grow in! This isn’t your general, vanilla advice on how to run a practice. Sten brings a TON of wisdom that you can learn from. Growth and change come from first having a perspective shift, and this podcast does exactly that!
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Tyler0723Great podcast for the growth minded advisorBest podcast out there for financial advisors looking to grow and improve themselves and their business. I look forward to the show every Friday and am working on listening to all previous shows. Keep it up!
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BTompkins25Great podcast!I have a colleague that was at the leadership conference in Nashville last week and she took a lot away from it, so I’ve been listening to the podcasts as she said there’s a lot we can learn, great content!! 😊
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SpencerTheAdvisorValue in every episodeI have consumed a lot of FP podcasts over the years. This is my favorite by a landslide. Andy and Sten inspire action and change, which means you get results and better with each episode.
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rjpallanGame changerToo many podcasts—particularly by “coaches”—are nothing more than long-form commercials with the occasional nugget thrown in. This is different. Sten and Andy give generously in every episode. I haven’t listened to a single one where there wasn’t a take away that I’ve implemented to improve my practice. Sure they mention their coaching group and live event (which IS worth every penny, by the way) but these guys are out here serving the industry in a far greater (and kinder) way than several other advisor coaches.
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Casey123231Highly recommendPodcasting has really helped me shape my business, and this one is definitely my favorite. It’s different and powerful with tons of practical info and ideas. It’s given me a spark of motivation to push outside my comfort zone. Sten and Andy are both great. Give it a shot. I’ve also been to a live event and would highly recommend it as well.
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_Xavi_PI’m digging this….I’m on episode 3 w/ ambitious traits and this podcast has been great.
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jacksonsalley9Great StuffGreat show, have enjoyed every episode you guys put out! Loads of value!
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J.W. BBest Finance Podcast out thereOther financial podcasts are a place to hide and just tell me what I want to hear. This one calls me out and challenges me to be a better advisor. No podcast has made a bigger difference on my business and mindset than this one. Got introduced to Sten when he came and spoke at my company a few years back and have been following ever since.
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m.karanMust listen podcastI have been working in the financial services industry since 2010 and am a CFP®️. I still hesitate to charge fees for my advice because I have been trained to get compensated by commissions. Learning from you is slowly changing my process with clients. I will soon enroll in your coaching program. Thank you for everything you do.
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MABCle216Incredibly beneficialI take away valuable ideas from every podcast that I can immediately apply to my practice.
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shdhkddnsDylan LGreat information and encouraging
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Zhulix BobSo helpful I wish it was less available to my competitorsThe importance of a planning first, ideas first mindset is articulated exceptionally well. Great advice at all stages of growing a financial services practice. Especially appreciated the COI episode. Hardly an episode I didn’t pull value from as a year 2 advisor with one of the big 5. Thank you!
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beangolf89Insightful & To The PointAs a newcomer to the financial advisory world, the amount of knowledge shared by Sten & Andy is incredibly impactful in my understanding of how to evaluate what is and is not important to focus on. Keep it up, it’s wonderfully helpful!
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Hud1225Fantastic Content for All AdvisorsListening to Andy and Sten weekly is the best thing you can do for yourself and your career. They make it fun and interesting, but it’s also very encouraging to hear how successful they’ve been with their approach for so many years and still continue to grow. I’ve taken many of their suggestions/ideas and started to implement them into my daily routine and I’m quickly starting to see results. Overall, I’ve become a better advisor for my clients, thank you for all the knowledge and wisdom both of you share with us weekly, hope you continue the podcast for years to come! Highly recommend for all new and existing advisors if you want to grow professionally.
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elgrankolipokiVery helpful adviceThe information shared about what makes the foundation of a good financial advisor was very helpful. Thank you.
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FA.GrantLove itAs a recent career changer, I’m always on the hunt for informative podcasts to help my business be successful. Sten’s podcast is without a doubt the best that I’ve come across in this realm. Highly recommend giving a listen.
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Zachery EExcellent advice for New AdvisorsI’ve been listening to your podcast since my first day in the business, while in training at my current firm it has helped me visualize and set goals for myself to be successful in growing my book of business and client relationship building. Giving me motivation to continue to learn and improve to make myself better!
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WoffordGamecockExcellent guidance advisors yearning to growThis is an outstanding podcast series for advisors that are eager to grow and better serve their clients. Sten provides a common sense approach to building an elite business. I have implemented many of his best practices. I highly recommend subscribing today if you want to take it to the next level.
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ccerickson89Actionable Content!High impact content in bite sized doses. Since listening to, and taking action on, Sten’s advice, I’ve been able to implement systems to grow my practice revenue. Highly recommend! - Leif
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Seth RussGreat podcast for new advisors!As a new financial professional, I greatly appreciate the insights Sten has shared about how he grew his planning process. It gives me hope that I too can hit the 3-year route instead of the 10-year route!
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Kdc11Very beneficialThis podcast has been great for my practice. The content is succinct and actionable and I highly recommend it.
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|€[+}£|+{£_¥~€Great podcast!I’m a newer advisor and I’m trying to soak in any information I can to build my business. This podcast has done a great job of providing insight to help my business grow for my own benefit as well as the benefit of my clients. I look forward to listening to each new podcast that comes out!
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Travis53664Solid startListening to Sten is something I look forward to every time a new episode comes out. Lots of good advice and hoping to hear more specifics about small business planning ideas that are often shared before an engagement is started. Thanks Sten, Andy, and the rest of the team for what you do and your willingness to share!
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TpelleritoLearning something every episodeSten and Andy put together such good information every episode. I am always getting an "aha" moment while listening. A must listen as they talk about what others are unwilling to talk about.
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HWB_17On PointI was only recently introduced to the podcast and have already gleaned a number of incredibly useful takeaways. Sten and Andy do a fantastic job of getting right to the point, offering value and pushing the envelope on what it means to be Elite.
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David RPWAPractical. One of the best.Sten & Andy do a wonderful job keeping their content and messaging practical and actionable, rather than more of the conceptual stuff that floods the space (which is mostly self-serving marketing anyway). Their passion for helping others in a real-life way is clear. I also appreciate that episodes aren’t an hour+ long. Highly recommend for any Advisor building their own independent practice - especially those who believe that if you simply focus on doing right by people, the business will follow. I don’t have any affiliation with these guys. I’m 3 years into building my own practice, with marvelous success by industry standards. Just finding these guys about a month ago is already guiding me off the plateau and to the next level!
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cmsarasRefreshing and ChallengingSten and Andy truly bring their A-game. They are relatable, vulnerable and give tremendous value back to this profession. They get it!
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Jbfrazier5A Goldmine for Financial Advisors🔥🔥It’s pretty simple. If you want to consistently deliver more value, add more ideal clients, charge premium fees, skyrocket your confidence and transform your practice and your life…you HAVE to listen to this show. Sten and Andy package insane amounts of wisdom into each episode!
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Cchs92Mental wellness discussionGreat discussion in episode #21. Everyone “kind of” talks about it but you guys nailed it. Having gone through the hard work and counseling with my wife to raise self awareness, it’s clear you guys did the work and are better for it. Could not recommend it more highly for ALL advisors.
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Major_T97Breath of fresh air!Talking on the things other advisors don’t. Every episode is a hitter.
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dtalley33Everything these guys put out is greatA great check in on what a healthy mindset in this business feels like.
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TPampelUnique VoicesThere have been a lot of great changes in the financial advisory world over the last several years. One of those is an explosion of financial advisors who are sharing their personal path to success, and how it may have been different from the way the “old guard” made it. Sten (with Andy’s help) stands apart as a leader who is not only sharing his story, but is actively working to help as many advisors as he can to take what they can from his experiences and make it their own. Appreciate what you guys are doing; keep up the great work.
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ThePeople'sAdvisorExpanding my mindset and opportunitiesFrom the first time I heard Sten’s story on the Kitces podcast, my mind was opened. This podcast and being a member of the Elite Advisor Network have been an incredible asset for not only my business growth, but my personal, mental, and emotional growth, as well. Sten’s messages don’t only address relevant financial planning and industry topics that advisors MUST know; they intentionally cause you to dig deeper into yourself and challenge your preconceived notions and habits to pursue excellence and drive better results for your life.
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MStack-87High PerformanceYou often hear the adage “you are the average of the five people you spend the most time with.” I joined EAN to surround myself with other like-minded advisors who are looking to take their business to the next level. This is exactly what the group has been - collaborative high performing advisors looking to make each other better. A group with an abundance mindset. This podcast is an extension of the high performance mentality and provides high-value insights each week.
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Wesley Young Austin TXThe kind of advisor client are looking for!One of the questions our team is constantly asking is “Are we becoming the kind of advisors the clients we are looking for are looking for?” We love this podcast because it helps do just that! The insights and practical application are immediately actionable. Any advisor that want to reach there full potential fast should have this as apart of their weekly study routine!
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athomas062Amazing ResourceI first heard from Sten on the Kitces podcast, then joined EAN and now listen to the podcast…In this podcast, Sten and Andy provide unique, fresh ideas that I look forward to hearing each week.
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JoeStabilsDifferent than the othersEver since learning about Sten from his appearance on the Kitce’s podcast, I purchased his planning program and have seen a tremendous increase in the value that my clients are receiving. Not only do I feel more confident about the process, but many of my clients have told me directly. What’s most valuable about it, is that the approach Sten and his team take is different from that of 99% of advisors. It’s a different feeling for the clients…one that is collaborative and makes the client feel more involved, one that is more valuable and makes clients to genuinely enjoy their time talking about finances, and much more transparent and trustworthy for the client. Andy and Sten continue to bring new and different ideas into this podcast through their honesty and realness. Coming from a background in all sides of the business, Sten can speak truth when it comes to building a client base from scratch. Alongside Andy who provides an outside perspective through unique ideas and analogies, they will undoubtedly create an awesome and worthwhile podcast for advisors to improving in all facets of their business
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Tyler HirschkornGame ChangerAfter hearing Sten present to my firm I began implementing his idea of advice being the value.. I did my first fee based plan the following week and ended up closing 5 in 2 weeks. Completely changed my perspective and business. So valuable! Looking forward to the next podcast dropping!
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Ianvmcginnis77Accelerate Your MindSten and Andy are awesome! This podcast is a healthy challenge. Sten, in a refreshing way, thinks differently than the rest of our industry. He’s full of challenging ideas on how to grow as a person and as a business owner to provide extreme value to clients and those you come in contact with. I’ve been listening to Sten on other podcasts and I’m excited he has his own now. I’ve seen incredible growth in my practice by implementing his and Andy’s ideas.
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