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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Evolving Financial Advisory: From Sales to Value

This chapter chronicles the journey of a financial advisor who transitions from various roles in the industry to establishing their own firm. It emphasizes the shift from a product-based mindset to one that values holistic client relationships, showcasing the importance of effective communication and self-worth. Through personal insights and coaching strategies, the chapter encourages advisors to better articulate their value and embrace the evolving nature of financial advising.

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