The Efficient Advisor: Tactical Business Advice for Financial Planners  cover image

297: Charge What You’re Worth: Sten Morgan’s Blueprint for Confident, Value-Driven Advising

The Efficient Advisor: Tactical Business Advice for Financial Planners

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Balancing Humility and Confidence in Advisory Services

This chapter explores the crucial balance of humility and confidence in providing value-driven advisory services. It discusses innovative client engagement techniques, like whiteboarding videos and bulk video content, while emphasizing the need for structured communication to enhance client relationships. The conversation also highlights the importance of effective leadership in scaling advisory practices, focusing on mentoring and developing systems that support team growth.

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