Episode 102. 5X Your Planning Fees and gather more AUM & Insurance (Leader Series)

Feb 9, 2024

The Pivot Point: Many of us kick off our careers with big dreams in the financial world but soon realize trust is the currency of our business. We talk about making the shift to risk management and insurance.

The Power of Partnership: About five years ago, Gavin teamed up with his mentor, Jeff King, and collaboration has become the secret sauce to their success. They’ve grown from a duo to a dynamic team of eight advisors.

Training to Triumph: Northwestern’s training was a launchpad, but it was their commitment to continuous learning and adapting that skyrocketed their practice. They embraced fee-based planning and haven’t looked back.

Advice for Aspiring Advisors: Building trust and delivering value trumps all. It’s not about the firm; it’s about forging genuine client relationships and solving real problems.

The Game-Changer: Investing in a transformative program doesn’t just shift your mindset; it can revolutionize your business. This can result in a substantial uptick in retainer income and a significant boost in AUM and insurance business.

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Sten J. Morgan, CFP®, ChFC®
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