The Elite Financial Advisor Podcast With Sten Morgan 191 From HTCL event to 100 planning clients with Chase
Jul 25, 2025
31:15
In this conversation, Chase Patrizzi shares his journey in the financial planning industry, discussing his transition from a traditional model to a fee-based approach. He emphasizes the importance of building strong client relationships, effective communication, and setting clear expectations. Chase also addresses the mental roadblocks many advisors face when considering charging for their time and expertise. He outlines his vision for growth, the development of his team, and the strategies he employs to ensure clients feel valued and understood.
Takeaways:
- The shift to a fee-based model requires clear communication.
- Advisors must overcome mental barriers to charging for their services.
- Setting expectations with clients is crucial for success.
- Chase's practice focuses on serving medical professionals.
- He believes in the value of transparency in client interactions.
- Growth should not come at the expense of service quality.
- Regular communication helps maintain client trust and satisfaction.
- Advisors should know their market to effectively charge for services.