How to Charge LIVE!

Learn how to start charging for your advice and build a six-figure planning business.

August 12 – 13, 2024


Reserve Your SeatSchedule A Call
Exclusive Offer

save $1,500 when you buy your seat

With every purchase of a How To Charge LIVE seat, you will receive the How To Charge Online Program for free, a $1500 value.

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

We guarantee you will 3x your investment in 90 days or it’s FREE.

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.


If you have a discount code, enter it in the “coupon code” box on the checkout page.
**EAN and EAN+ Members contact us to get your coupon code

For any advisor wanting to get paid for their time

This two-day live event is for advisors who want to learn our system to get paid for their time and advice.

Sten and his team will equip you with their strategies to find clients, run effective strategy meetings that show the value of your advice to prospective clients, price your plans appropriately, deliver on the planning ideas, and make renewal conversations easy.

Testimonials from Our Attendees

"The HTC online program was great, and the in-person instruction pushed me over the edge to finally start charging for my time."


"We paid to bring six members of our team, and the event paid for itself in less than one month."


"I didn't know anyone coming into the event, but the collaborative nature of the event allowed me to meet dozens of like-minded advisors."


"I learned everything I needed to know to start charging for my time and ideas in less than two days."


"I was worried about being away from my office for two days, but what I learned was worth 10X what I paid."


"The meeting space was beautiful, and Sten's staff is awesome. The catered local food and a few other unexpected personal touches made the event even more enjoyable."


Prospect like an Elite Advisor

Referrals aren’t enough to keep your business going. You need to find and get meetings with ideal prospects.

At HTC LIVE, you’ll learn how our Targeting Strategies method of prospecting will put you in front of prospects you know you can help and who will want to meet with you. No more chasing uninterested strangers.

The HTC Live Event will earn you 5 CE credits at no additional cost. After receiving your CFP ID#, we will submit your attendance to the board on your behalf.

Upon completion of the online program, you will earn 7.5 CE credits and a completion certificate.

Day 1


Know Your Value
The foundation of how to charge for your advice is understanding that your wisdom, experience and ideas have a higher value than the products you sell.


Ideas: Partners and Sources
Ideas are the fuel to financial planning, so you will learn where to get great ideas and who can teach them to you with little to no cost.


What do You do?
Over 95% of advisors struggle to answer this question well. You will learn five effective and unique ways to answer this question that will lead to more prospects and more business.


Whiteboarding Concepts & Strategies
Knowing how to effectively whiteboard will separate you from 95% of advisors. Your clients will understand the actions they need to take and share ideas with other prospects.


Lunch & Pictures
Enjoy some local Nashville food and get your headshots taken by a professional photographer.


Quantify Value & Create Urgency
Prospects become clients when they understand the value of your ideas and the opportunities they’re missing out on by not working with you.


Service Elements & Pricing Plans
There are nearly 20 ways you can serve clients when they engage in financial planning. You’ll learn what they are and how to price those services in light of the value you provide.


Case Study Collaboration
This is usually the highlight of the event for attendees. Along with other attendees, you’ll take client information, illustrate planning ideas as if you were presenting them, then choose what fee you would charge for the plan.



Keys to Implementation
Dive into how to practically implement these new teachings into your practice.



End of Day 1
Enjoy happy hour and dinner on us, or go explore any number of local Nashville restaurants.
Day 2


Targeting Strategies
Learn how one or two strategies applied to specific groups can lead to elite prospecting opportunities.


Service Options
Most advisors new to charging for their advice aren’t clear on how they’re going to serve a client for the full calendar year. In this section, you learn the many things you will do to serve them.


Enjoy your favorite drink while on break. We promise.


Q&A + Expected Outcomes
You’ll have plenty of time to ask Sten and his team questions so you go home ready to implement everything you learned at HTCL.



Before you head home, enjoy some more local Nashville cuisine.
The Process

Travel Details


Dates & Times

Aug 12, 8:30am-5pm CT
Aug 13, 8:30am-1:00pm CT

Event Location

6700 Tower Circle
Nashville, TN 37067


Nashville, TN
30 mins from event


Drury Plaza Hotel

.7 Miles from Event
1874 West McEwen Drive
Franklin, TN 37067

Free Headshot Session

At our event, you’ll receive multiple headshot photos from a professional photographer. You can use these in your marketing materials and have 100% ownership of the images.

Have a question about the event?

Schedule a 20-minute session with a member of our team.