33. Why are his planning prospects saying No?
The Elite Financial Advisor Podcast With Sten Morgan
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Are You Ready to Charge for Your Ideas?
"The Hangup is usually, am I willing to do what it takes to change that?" he asks. "If you can charge for your ideas and it's a big win for the client and a win for your business, don't do it." He says an advisor who will retire in five or six years wants him to work on his full plans instead of just transactional work. 'Don't be in denial about that. The only question is, are you willing to address it now'
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