The Elite Financial Advisor Podcast With Sten Morgan cover image

71. HTCL True Stories: How HTC LIVE Helped Advisors Charge More

The Elite Financial Advisor Podcast With Sten Morgan

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How to Charge for a Financial Plan

"It's just more work. It's because we thought it was just not worth the squeeze, so to speak," he says of fee-based planning. "I learned how to frame almost like a new approach to conversations." He adds: "Everybody loves free advice, but they also love free money"

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