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Financial Advisor Success

Ep 234: Charging Advice Fees To Help Clients Change Their Money Script with Yohance Harrison

Jun 22, 2021
Yohance Harrison, founder of Money Script Wealth Management, helps clients change their money scripts to align with goals. He uses a unique subscription fee model and taps into referrals for growth. The podcast covers transitioning to a high-income job, different tiers of service, their business model and services, insurance types, building relationships through referrals, and defining success in problem-solving.
01:44:26

Podcast summary created with Snipd AI

Quick takeaways

  • Helping clients identify and change their money scripts to align their financial decisions with their goals.
  • Serving upwardly mobile young healthcare professionals, particularly physicians, by navigating financial challenges and managing sudden income increases.

Deep dives

Client focus on changing personal money scripts

Johann Terreson helps clients identify and change their personal money scripts to make better financial decisions aligned with their goals.

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