Excited to share that Episode 174 of the podcast is now live! Here’s what it’s all about:
The Industry is Evolving
- Aging advisor population
- Wealth transfer to women by 2030
- Shift from investment management to true financial planning
Why This Matters
- Advisors who adapt will create more value and opportunity
- Clients are more willing than ever to pay for planning—but only if we present it the right way
- There’s a clear path from being a traditional advisor to becoming a trusted consultant
Inside the Episode
- Personal stories about missed opportunities (like Bitcoin)
- Clear examples of how to shift from product sales to planning
- Tips on how to talk about your value and charge for your expertise
Tune In
If you want to stay relevant and thrive in a changing market, this episode is a must-listen
Let me know what stands out to you—we’d love your feedback!
To Your Success,
Sten J. Morgan, CFP®, ChFC®
http://www.HowToChargeLive.com
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https://eadvisornetwork.com/podcast/
Sten Morgan, CFP, ChFC, is a leading voice in the financial services industry and one of the most accomplished young advisors in the country. He founded Legacy Investment Planning at age 25 and was named a "40 under 40" advisor by Investment News at age 30. As president of Legacy, he strives to effect positive change in the industry, coach and support other advisors, and bring true value and vision to his clients. In 7 Mindsets of Success: What You Really Need to Do to Achieve Rapid, Top-Level Success (Morgan James Publishing, February 2017), he shares tips and advice for building a successful business, including the seven mindsets that helped him become a top financial advisor with his own firm at such a young age.
Sten J. Morgan, CFP®, ChFC®
