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 

 

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