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

00:00

Engaging Client Meetings

This chapter emphasizes dynamic client meetings through visual aids and interactive discussions to enhance understanding of financial concepts. It outlines a structured approach to initial meetings focused on knowledge sharing and personalized strategies to build client confidence in their financial advisor.

Transcript
Play full episode

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app