The Elite Financial Advisor Podcast With Sten Morgan

118 Advisor Story: When can a new advisor start charging for his advice?


Listen Later

In this installment of our Advisor Stories series, Andy interviews advisor Tyler Morris. 

Tyler peels back the curtain on his professional journey, revealing the pivotal moments and the lessons learned along the way.

Here's a sneak peek of what they dove into:

Transition Tales: Tyler opens up about his recent shift into the financial advisor role.

The Nashville Effect: Discover how a training event in Nashville tuned Tyler's approach to his career and client relationships.

Value Beyond Dollars: They tackled the tricky topic of charging for financial advice. Tyler shared his evolved mindset on recognizing the worth of his services and how he communicates this to clients.

Advice for Advisors: Are you pondering whether to start charging for your time and ideas? Tyler's reflections and advice could be the nudge you need to make that decision.

We’re confident that Tyler's experiences and insights will resonate with you, whether you're in the financial industry or simply interested in the art of value exchange. 

Interested in working at Legacy Investment Planning? Fill out the Advisor application form here.

...more
View all episodesView all episodes
Download on the App Store

The Elite Financial Advisor Podcast With Sten MorganBy Sten Morgan

  • 4.8
  • 4.8
  • 4.8
  • 4.8
  • 4.8

4.8

91 ratings


More shows like The Elite Financial Advisor Podcast With Sten Morgan

View all
Investing Insights by Morningstar

Investing Insights

515 Listeners

Your Money, Your Wealth by Joe Anderson, CFP® & Alan Clopine, CPA of Pure Financial Advisors

Your Money, Your Wealth

794 Listeners

Retirement Starts Today by Benjamin Brandt CFP®, RICP®

Retirement Starts Today

516 Listeners

The Retirement and IRA Show by Jim Saulnier, CFP® & Chris Stein, CFP®

The Retirement and IRA Show

742 Listeners

Animal Spirits Podcast by The Compound

Animal Spirits Podcast

2,011 Listeners

Small Business Tax Savings Podcast by Mike Jesowshek, CPA

Small Business Tax Savings Podcast

248 Listeners

Financial Advisor Marketing Podcast by James Pollard

Financial Advisor Marketing Podcast

95 Listeners

The Perfect RIA by Matthew Jarvis, CFP® & Micah Shilanski, CFP®

The Perfect RIA

457 Listeners

The Compound and Friends by The Compound

The Compound and Friends

2,110 Listeners

Kitces and Carl - Real Talk for Real Financial Advisors by Michael Kitces, MSFS, MTAX, CFP and Carl Richards, CFP

Kitces and Carl - Real Talk for Real Financial Advisors

243 Listeners

Ready For Retirement by James Conole, CFP®

Ready For Retirement

802 Listeners

Barron's Advisor by Barron's Advisor

Barron's Advisor

107 Listeners

Ask The Compound by The Compound

Ask The Compound

318 Listeners

The Efficient Advisor: Tactical Business Advice for Financial Planners by Libby Greiwe

The Efficient Advisor: Tactical Business Advice for Financial Planners

132 Listeners

Facts vs Feelings with Ryan Detrick & Sonu Varghese by Carson Investment Research

Facts vs Feelings with Ryan Detrick & Sonu Varghese

43 Listeners