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.
$3,000.00
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.
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.