The Elite Financial Advisor Podcast With Sten Morgan

179 The Three Wrong Ways To Charge For Planning


Listen Later

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


https://gobeelite.com/


...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

793 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

2,012 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

2,109 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

803 Listeners

Barron's Advisor by Barron's Advisor

Barron's Advisor

107 Listeners

Ask The Compound by The Compound

Ask The Compound

317 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