Want to add six-figures to your business?

Take our free 3-day Whiteboard Wisdom class to learn how to close business faster and get paid for your ideas.
  • Gain confidence when presenting planning ideas
  • Differentiate yourself from other advisors
  • Close business faster by mastering planning ideas
  • Make meetings more engaging for clients

Seats available

Program Results

We guarantee that you will increase your planning revenue after coming to this event. When you implement our system, you will attract and convert more prospects. In addition, you will have the framework in place to build and deliver a great financial plan.

Avg. planning fee for those that have never charged a planning fee before


Avg. closing % for those who pitched a financial plan


Graduates who would recommend the program to others

Have a question about the event?

Schedule a 20-minute session with a member of our team.

Seats available

Reserve Your Spot

Join Sten Morgan and his team at his beautiful offices just outside of Nashville, Tennessee, to learn their strategies to find ideal planning clients, run effective strategy meetings, quantify the value of your advice to prospective clients, price your plans appropriately, deliver on the planning ideas and make renewal conversations easy.


10 in stock

If you have a discount¬†code, enter it in the “coupon code” box on the checkout page.¬†

I went through the direct vs. non-direct recognition and cost segregation whiteboarding illustrations and my client’s response was “My mind is kind of blown right now.” Thank you for your practical teaching.

Craig Peterson

Financial Services Professional, New York Life

I’ve been charging planning fees for years, but I’ve learned several whiteboard skills from Sten that have helped me improve my meetings. Now my entire team is improving their meeting methods and helping us have our best year ever.

Wes Young

Founder & CEO, Wes Young & Associates

Master the whiteboard to earn more business, faster

Take our free 3-day Whiteboard Wisdom class to learn how to close business faster and get paid for your ide