Becoming An Elite Financial Advisor With Sten Morgan

In this episode, Sten Morgan sits down with Nashville-based connector and entrepreneur Dave Castro to tackle a hard truth: financial advisors should be among the best networkers in the market… but often they’re among the worst. Dave breaks down why traditional networking (showing up, exchanging cards, and asking for referrals) fails most advisors—and how to flip the script by becoming a relationship-first giver who makes meaningful introductions, follows up consistently, and shows up with authentic confidence. They explore practical strategies like remembering names, tracking follow-ups, developing a compelling “what do you do” story of transformation, and learning to override introvert resistance through intentional reps. Dave also introduces his mobile networking tool Icebreaker, designed to help professionals identify ideal connections in real-time at events using Bluetooth discovery and lightweight relationship tracking. The core message is simple: givers get—and advisors who become known as valuable connectors will build trust faster, deepen influence, and win more business naturally. Takeaways Advisors should be elite networkers—but most aren’t. Dave’s blunt observation: financial planners are relationship-based professionals, yet often fail to network effectively because they don’t build momentum or reciprocity. Showing up isn’t enough—“checking the box” doesn’t build relationships. Going to the event repeatedly can work over time, but it’s slow and weak if you’re not following up, remembering people, or creating meaningful connection. The missing ingredient: learn to give referrals + make introductions. Dave argues the biggest “level up” for advisors is becoming someone who talks about other people, connects them, and helps them win—before asking for anything. Follow-up is where networking turns into outcomes. If you’re not tracking relationships, noting details, and re-engaging intentionally, you’re losing the value of every coffee, lunch, and handshake. Confidence comes faster when you stop bringing “nervous sales energy.” Sten shares how early-career desperation made networking feel pressured. Calm confidence comes from shifting the goal from “get business” to “be helpful.” The fastest baby-step to becoming a better networker: curiosity. Curiosity removes self-consciousness, lowers anxiety, increases trust, and makes the other person feel valued instantly. Be authentic—don’t try to become the “life of the party.” Dave emphasizes you don’t have to be loud or extroverted. Advisors win by being a steady beacon: curious, comfortable, and genuinely service-minded. Getting “judged” is actually medicine for growth. Dave reframes rejection and awkward feedback as a necessary callus-building process that helps people stop fearing opinions and show up more grounded. Your “what do you do?” answer should be a transformation story. Instead of “I’m a financial advisor,” lead with a specific outcome: who you help how you help proof/story that makes it real “Pop the clutch”: serve first, then let them ask what you do. One of Dave’s best practical frameworks: build momentum in the conversation by being curious and helpful first—then your work lands with more trust when they ask. https://gobeelite.com/