227 The Next Level Requires a New You: Best of Michael Kitces and Sten Morgan

227 The Next Level Requires a New You: Best of Michael Kitces and Sten Morgan

April 3, 2026 · 25 min

About this episode

Sten Morgan and Michael Kitces discuss the leadership challenges that advisors face when scaling their businesses.

In this special replay, we’re bringing together some of the most impactful moments from Sten Morgan’s conversations with Michael Kitces — a true “best of” around growth, leadership, and what it really takes to scale. Every advisory business eventually hits a ceiling—and it’s rarely a marketing problem, a team problem, or a strategy problem. It’s a leadership problem. In this episode, Sten and Michael unpack the hidden reality of growth: what works early on—working harder, adding clients, scaling yourself—eventually stops working. And when it does, most advisors don’t recognize the real issue. Through real stories and hard-earned lessons, they walk through capacity walls, rebuilding teams, pausing growth to fix infrastructure, and redefining success from “more production” to “a business that thrives without you.” Because the next level doesn’t require better tactics. It requires a new version of you. Takeaways Every business hits a ceiling — and it’s usually the founder What got you here won’t get you there You can only scale yourself for so long Growth requires letting go and changing how you lead Real success is a business that doesn’t depend on you https://gobeelite.com/

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Host: Sten Morgan

Guest: Michael Kitces

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