Tag Archives: Entrepreneurship

The Mentor-Protégé Dynamic: Building the Advisor of the Future with Sten Morgan Ep. 82



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demographics of the industry, the power of the mentor–protégé dynamic, and how younger advisors can break free from outdated models.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–protégé 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

Resources Mentioned:

Promotions:

Connect With Duncan MacPherson:

Connect With Sten Morgan:

About Our Guest:

Sten Morgan is one of the country’s leading voices helping financial advisors think and act differently. He is the founder of Legacy, a multi-million dollar financial planning firm based in Franklin, Tennessee, built on a planning-first model that prioritizes proactive strategy and leadership.

He also founded the Elite Advisor Network, where he coaches thousands of advisors nationwide to increase their value, communicate with confidence, and reach their potential, faster.

Sten was named one of Investment News’ 40 Under 40 top advisors at the age of 30. He has since redefined what it means to be a modern advisor—leading with planning, building intentional businesses, and helping others do the same.

He’s the author of three industry-shaping books: 7 Mindsets of Success, Value First Prospecting, and Wish I Knew That Sooner. His frameworks and thought leadership have been featured in ThinkAdvisor, and on stages across the country.

Sten is known for challenging the status quo, helping advisors recognize and reach their full potential.


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Built to be Sold with Ted Jenkin (Ep. 13)



When you build a house, you know, one day you might have to sell for a variety of reasons? What if your business followed the same format?

Just like adding a new deck to your backyard or investing in new technology to grow your business, every move you make contributes to the overall value when it comes time to sell. 

In this episode, Duncan MacPherson joins Ted Jenkin, CEO of oXYGen Financial. They talk about taking your business to the next level, so you can get the dollar amount you desire if and when you decide to sell. 

Ted discusses:

  • How to handle the negotiation of sale of your business 
  • The three skills needed to scale your business income
  • The importance of looking at both short and long term ROI
  • The importance of investing a bookkeeper
  • And more

Connect With Duncan MacPherson:

Connect With Ted Jenkin:

About Our Guest:

Over the years, Ted Jenkin has built a reputation of being a visionary. He started his business oXYGen Financial in 2008 during the height of the stock market crash. He built his business with the purpose of providing financial advice to the X & Y generations. Using a revolutionary style, Clients could hire oXYGen from the get go and pay a monthly fee for the team to build clients their own personal financial dashboard. Ted has featured as a columnist on the Wall Street Journal and can be seen regularly on CNN/Headline News. Along with being featured locally on 93.7FM, 106.3FM, 680 The Fan, and NBC 11 Alive News. He also has six advanced designations including the Certified Financial Planner degree as well. 


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How to Achieve the Maximum Enterprise Value With Ted Jenkin



Do you have a succession plan in place? Have you considered your exit strategy and the enterprise value of your business?

In this episode Duncan MacPherson and Ted Jenkin, serial entrepreneur and CEO of oXYGen Financial discuss how to drive enterprise value, re-imagining what it means to be a financial professional, and how to get out of the wealth management business. Ted also shares his experience as a serial entrepreneur and his favourite books.

Duncan and Ted discuss:

  • Deploying a process to work on your business and drive enterprise value 
  • Re-imagining what it means to be a financial professional
  • Getting out of the wealth management business
  • Ted’s experience as a serial entrepreneur
  • And more

Resources

Connect With Duncan MacPherson:

Connect With Ted Jenkin:

About Our Guest:

Ted grew up in NJ (actually off of exit 8), he is a Boston College grad, and has the best wife in the world Genna, with three wonderful kids (Olivia, Lyla, and Louden). Ted is now a Milton, GA resident and in his spare time Ted can be found playing tennis, working out, and running businesses.