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  • Writer's pictureTravis Parry

Ep 64: Discovering the Path to Balance with Sten Morgan




More About This Episode:

Today’s Guest is Sten Morgan, CFP®, ChFC®. Sten founded Legacy Investment Planning by age 25 and was named a “40 under 40” advisor by Investment News at age 30.

Sten and his team have worked with hundreds of advisors to help them find direction in their careers. They have broken the industry path of advisors into five stages that help them to work purposefully, creating more balance in their lives. In this episode, you will learn tools to set yourself on the path to balance.

Join us today to learn about these things:

  • Sten shares how choosing a path can help you achieve balance. (10:16)

  • Here are two ideas advisors internalize, that set them back. (15:33)

  • Does your business return beat market returns? (21:49)


More about our guest:


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