How to Charge LIVE!

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

 

May 1st-2nd | Franklin, Tennessee

Reserve Your Seat

Who is this for?

Advisors who want to learn our system for getting paid for their time and advice.

What will I learn?

You’ll learn our How To Charge For Your Advice Framework. It teaches you everything you need to know to run your planning business more effectively.

How do you teach me?

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.

What impact will this have on my business?

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.

 

Who is this for?

Advisors who want to want to learn our system for getting paid for their time and advice.

What will I learn?

You’ll learn our How To Charge For Your Advice Framework. It teaches you everything you need to know to run your planning business more effectively.

How do you teach me?

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.

What impact will this have on my business?

We guarantee that you will increase your planning revenue after coming to this event. When you implement our system, you will get more for yeses and your systems will support financial planning.

You’ll learn how to whiteboard effectively, and quantify the value of your advice

The Process

1

Attract Clients
  • Understand the impact of an advice-based practice
  • Learn to communicate why you’re different
  • How to prospect effectively

2

Communicate Ideas
  • Gather and master planning ideas
  • Whiteboard skills
  • Learn to quantify the value of your ideas

 

3

Convert Clients
  • Choose a client service model
  • Utilize a pricing matrix
  • Present more than one price when appropriate
  • Setting clear expectations with clients
  • Onboarding
 

 

4

 
Build Plan
  • Learn how to build high quality, dynamic plans
  • Templates to help you scale
  • Clear roles and responsibilities for team members

 

5

 
Execute Pan
  • Utilizing a scalable plan updates strategy
  • Learn to track and communicate results
  • Work with other professionals to execute the plan
  • Remain true to the client’s service model
  • Results = referrals

 

6

 
Renew Client
  • Language to use or avoid
  • Learn to present results of engagement
  • Pricing for years 2, 3 and beyond

Program Results

Avg. increase in existing planning fees

New average planning fee

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

Hotels

The event address is
6700 Tower Cir #310
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.

BONUS: This event qualifies for 5 CE credits for all attendees at no additional cost. Simply submit your CFP board ID number when you register for the event, and we’ll submit the credits to the CFP board on your behalf.

Seats available

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.

Event Schedule: The event starts at 8:30 AM CT on Monday, May 1st and runs until 1 PM CT on May 2nd. The event is approximately 30 minutes south of the Nashville airport at 6700 Tower Circle, Franklin, TN 37067.

To get $500 off, purchase your ticket by March 31st at 5 PM CT. Add the item to your cart. Enter the coupon code 500off, then click on Apply coupon to see the reduced price.

 

$3,500.00

7 in stock

If you have a discount code, enter it in the “coupon code” box on the checkout page. 

Have a question about the event?
Schedule a 15-minute session with a member of our team.