Episode 118. Advisor Story: When can a new advisor start charging for his advice?

Apr 24, 2024

In this installment of our Advisor Stories series, Andy interviews advisor Tyler Morris.

Tyler peels back the curtain on his professional journey, revealing the pivotal moments and the lessons learned along the way.

Here’s a sneak peek of what they dove into:

Transition Tales: Tyler opens up about his recent shift into the financial advisor role.

The Nashville Effect: Discover how a training event in Nashville tuned Tyler’s approach to his career and client relationships.

Value Beyond Dollars: They tackled the tricky topic of charging for financial advice. Tyler shared his evolved mindset on recognizing the worth of his services and how he communicates this to clients.

Advice for Advisors: Are you pondering whether to start charging for your time and ideas? Tyler’s reflections and advice could be the nudge you need to make that decision.

We’re confident that Tyler’s experiences and insights will resonate with you, whether you’re in the financial industry or simply interested in the art of value exchange.

Interested in working at Legacy Investment Planning? Fill out the Advisor application form here.



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To Your Success,
Sten J. Morgan, CFP®, ChFC®

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