{"podcast":{"title":"New Planner Podcast","slug":"new-planner-podcast-1382818","podcast_index_feed_id":1382818,"rss_url":"https://newplannerrecruiting.libsyn.com/rss","website_url":"https://newplannerrecruiting.com/category/podcast","image_url":"https://static.libsyn.com/p/assets/a/f/8/a/af8ae0bf0a19405f/NPPFinalArtwork.jpg","author":"Caleb Brown","episode_count":305,"summary":"Join Caleb Brown, CFP and Co-founder of New Planner Recruiting to learn how to enter the profession and find your right fit. Whether you're a CFP program student or transitioning from another career, this podcast is designed to help new Planners gain a solid understanding of the profession, the career options available, and how to accelerate their success in the long term. Tune in weekly for new episodes! Find more tools and resources for Planners and get the free Financial Planner Career Roadmap at NewPlannerRecruiting.com/Roadmap.","last_synced_at":"2026-07-17T20:18:56.408401+00:00","page_url":"https://stenobird.com/podcast/new-planner-podcast-1382818"},"episode":{"title":"Ep #264: Building a Firm and Coaching Other Advisors with Sten Morgan","slug":"ep-264-building-a-firm-and-coaching-other-advisors-with-sten-morgan","published_at":"2026-01-23T12:00:00+00:00","page_url":"https://stenobird.com/podcast/new-planner-podcast-1382818/ep-264-building-a-firm-and-coaching-other-advisors-with-sten-morgan","show_page_url":"https://stenobird.com/podcast/new-planner-podcast-1382818","url":"https://newplannerrecruiting.libsyn.com/ep-264-building-a-firm-and-coaching-other-advisors-with-sten-morgan","audio_url":"https://traffic.libsyn.com/secure/newplannerrecruiting/NPP264.mp3?dest-id=2275502","summary":"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","meta_description":"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 owne…","key_points":[],"chapters":[],"topics":[],"duration_seconds":1583,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/new-planner-podcast-1382818/episodes/ep-264-building-a-firm-and-coaching-other-advisors-with-sten-morgan/transcription-requests","description":"Idempotently request low-priority transcript generation for this episode."},{"name":"read_markdown","method":"GET","url":"https://stenobird.com/podcast/new-planner-podcast-1382818/ep-264-building-a-firm-and-coaching-other-advisors-with-sten-morgan.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}