Becoming An Elite Financial Advisor With Sten Morgan

179 The Three Wrong Ways To Charge For Planning


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In this episode, Sten explains the mindset and strategy shifts advisors need to charge for their value confidently.

Key Points:

  • Many advisors approach pricing the wrong way—often timidly or with inconsistent posture.
  • The quickest way to change results is to shift your energy and confidence in the very next strategy session.
  • Your price should reflect the value you deliver, not just your time or effort.
  • Confidence in your fee comes from knowing the client receives far more than they pay.
  • When you clearly communicate that value, clients are more likely to say “yes”—but even if they don’t, you’ll stand firm


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Becoming An Elite Financial Advisor With Sten MorganBy Sten Morgan & Andy Traub

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