The Elite Financial Advisor Podcast With Sten Morgan

76. How To Price Planning


Listen Later

There are six spots left for our September How To Charge LIVE event. If you want to stop hoping you get AUM or sell a policy to make your time and effort worthwhile and start charging for your time and ideas, then this event is for you.

We guarantee that your first planning client will pay for the event.

http://www.HowToChargeLive.com

Today we talk about how to price your services. One of the most common concerns advisors have when they want to start charging for their time is determining how to price their time and advice. Today we explore the different ways we’ve seen advisors determine their pricing and we learn how Sten has made changes to simplify his pricing after getting feedback from his staff. 

There is no perfect pricing model. It’s about choosing the right model for you and your service model. 

 

...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

521 Listeners

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

Your Money, Your Wealth

804 Listeners

Retirement Starts Today by Benjamin Brandt CFP®, RICP®

Retirement Starts Today

535 Listeners

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

The Retirement and IRA Show

747 Listeners

Animal Spirits Podcast by The Compound

Animal Spirits Podcast

2,023 Listeners

Small Business Tax Savings Podcast by Mike Jesowshek, CPA

Small Business Tax Savings Podcast

260 Listeners

Financial Advisor Marketing Podcast by James Pollard

Financial Advisor Marketing Podcast

96 Listeners

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

The Perfect RIA

463 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

241 Listeners

Ready For Retirement by James Conole, CFP®

Ready For Retirement

816 Listeners

Barron's Advisor by Barron's Advisor

Barron's Advisor

114 Listeners

Ask The Compound by The Compound

Ask The Compound

324 Listeners

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

The Efficient Advisor: Tactical Business Advice for Financial Planners

135 Listeners

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

Facts vs Feelings with Ryan Detrick & Sonu Varghese

49 Listeners