Episode 74. Foundation: The Six Steps to Charging for Your Advice

Jul 28, 2023

This episode is a recording of a recent training session we hosted on the six steps to charging for your advice. 

Our training session was designed to help financial advisors understand how to charge for their advice effectively. We’ve even created an assessment to measure readiness for starting a planning business, which you can access at http://www.StenMorgan.com/Ready

I’d like to thank Craig Peterson, Robert Allen, and Wes Young, members of our advisor network community, who participated in the recent live training session.











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