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 a Thousand Dollars for Planning

Going into the event, we were charging nothing. It was sort of tilted to our niche model. So I knew I needed to see a return on it. And he said, you know, it's okay. Hopefully I pick up some tips and tricks and can figure out how to charge a little bit more for planning. But that has not at all been the case.

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