Listen to Michael Kitces on Our Podcast
In this episode, you’ll hear Michael Kitces & Sten Morgan discuss the importance of being able to charge for your advice, helping clients understand financial concepts, and creating a more engaging meeting.
Listen to Sten Morgan on Michael Kitces’ Podcast
In this episode, you’ll hear Michael Kitces & Sten Morgan explain why charging for your advice and viewing yourself as the product, instead of pushing products, is the key to creating a memorable client experience.
Sten Shows You How to Illustrate Direct vs. Non-Direct Assets
Sten Teaches You How to Explain Tax Harvesting to Clients