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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Engaging Business Owners: The Investment Decision Filter Approach

This chapter discusses a strategic approach for engaging business owners in initial meetings by utilizing an investment decision filter. It highlights four critical considerations—risk, performance, fees, and taxes—that help clients make informed investment choices while promoting open communication.

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