In this conversation, the speakers delve into the evolution of financial advisory practices, discussing the importance of effective communication, the role of technology, and the necessity of continuous learning. They explore the challenges and opportunities in charging for financial planning services, emphasizing the need for efficiency and value creation in client relationships. The discussion highlights the journey of financial advisors, the impact of personal experiences on their practices, and the future of the industry.
Transforming Financial Planning Practices with Sten Morgan [Episode 340]
Resources in today's episode:
- Matt Jarvis: Website | LinkedIn - Sten Morgan: LinkedIn
