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cover of episode 179 The Three Wrong Ways To Charge For Planning

179 The Three Wrong Ways To Charge For Planning

2025/5/2
logo of podcast Becoming An Elite Financial Advisor With Sten Morgan

Becoming An Elite Financial Advisor With Sten Morgan

Shownotes Transcript

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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