NEW EPISODE OUT NOW - The Mentor-Protege Dynamic

Building the Advisor of the Future with Sten Morgan

In this episode of Always On, Duncan MacPherson sits down with financial advisor and entrepreneur Sten Morgan, author of The Seven Mindsets of Success. Together they explore the shifting demographics of the industry, the power of the mentor-protg dynamic, and how younger advisors can break free from outdated models. Sten shares candid lessons from his own journey, including the importance of charging for ideas, becoming a better communicator, and creating client experiences that inspire long-term advocacy.

Whether you're early in your career or an established advisor seeking to reinvent your practice, this conversation offers a roadmap for building relevance, resilience, and real value in a changing profession.

Key Takeaways:

• Why the aging advisor demographic creates opportunities for the next generation
• The mentor-protg model and how both sides benefit from alignment
• Lessons from The Seven Mindsets of Success and how to apply them
• How to confidently charge for time and ideas, not just products or assets
• The importance of communication skills in building trust and credibility
• Practical strategies to elevate client meetings from routine reviews to engaging strategy sessions

This episode is packed with ideas you can put into practice right away. Sten's insights will inspire you to rethink how you grow, communicate, and create lasting client impact.

Listen now and take the next step toward building the advisor of the future:

Apple Podcasts: paretosys.co/ao-ap
Spotify: paretosys.co/ao-sp
Other platforms: paretosys.co/ao-bb