# Ep #264: Building a Firm and Coaching Other Advisors with Sten Morgan

Page: https://stenobird.com/podcast/new-planner-podcast-1382818/ep-264-building-a-firm-and-coaching-other-advisors-with-sten-morgan
Text version: https://stenobird.com/podcast/new-planner-podcast-1382818/ep-264-building-a-firm-and-coaching-other-advisors-with-sten-morgan.md
Podcast: [New Planner Podcast](https://stenobird.com/podcast/new-planner-podcast-1382818)
Published: 2026-01-23T12:00:00+00:00
Episode link: https://newplannerrecruiting.libsyn.com/ep-264-building-a-firm-and-coaching-other-advisors-with-sten-morgan
Audio file: https://traffic.libsyn.com/secure/newplannerrecruiting/NPP264.mp3?dest-id=2275502
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JSON: https://stenobird.com/v1/public/podcasts/new-planner-podcast-1382818/episodes/ep-264-building-a-firm-and-coaching-other-advisors-with-sten-morgan
Duration seconds: 1583

## Resource

Sten Morgan is the Founder of Legacy Investment Planning and the Elite Advisor Network, and he joins the show to share his journey to becoming a firm owner. If you're interested in what it really takes to find your place in the profession, build a thriving firm, and expand your impact through leadership and coaching, this episode is for you. Listen in as Sten opens up about why he began his career as an intern in the insurance channel, what kept him there for so many years, and what prompted a search for the right fit across several firms. You'll hear how he came to the decision to start his own firm, how he grew the business, and the mistakes he made along the way. Sten also shares why he launched a coaching network, as well as how it helps other advisors streamline their path to success. You can find show notes and more information by clicking here: https://bit.ly/4qNDxWA

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## Transcript

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