Episode 103. Advisor Stories: Moving Clients Into Paid Planning & The Psychology of Saying Yes

Feb 14, 2024

In the first episode of our Advisor Stories series, Nate Fair, a seasoned financial advisor, shares his insights on transitioning from a wholesaler to an advisor.

Nate focuses on helping business owners minimize taxes and make confident financial decisions. He explains the importance of clarity, confidence, and trust in his client relationships. Nate and Andy explore the impact of intentionality and practice in providing quality financial advice, the process of engaging clients with new planning services, and the significance of time management in achieving work-life balance.

His approach to financial planning has led to substantial growth in his business, with a focus on the implementation of strategies rather than just presenting ideas.

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Want to be featured on a future episode of Advisor Stories? Go to the link below to apply.

http://www.StenMorgan.com/advisorguest

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Questions? Meet with Andy to get your questions answered about the upcoming workshop – https://eadvisornetwork.com/htcAndy

To your success,
Sten J. Morgan, CFP®, ChFC®
http://www.HowToChargeLive.com
https://calendly.com/andytraub/htc-live

 

 

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