Expand your client base by providing advice as a “product” and quantifying its value with Sten Morgan

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Expand your client base by providing advice as a “product” and quantifying its value with Sten Morgan

Sten Morgan is the founding father of Legacy Funding Planning, a hybrid consulting agency close to Nashville that generates greater than $ 2 million a 12 months. from 220 wealthy shoppers. Sten is among the most revered younger consultants within the nation and has constructed his success by specializing in placing himself – and his recommendation – on the forefront of his product providing.

Hearken to how Sten shares how he constructed his consulting agency utilizing a “guide’s product” philosophy and why he costs a full monetary planning payment with a month-to-month deposit of a whole lot or hundreds of {dollars} – after which reductions on AUM charges to those that who subsequently implement with it. He may also delve into how he quantifies the financial advantages his recommendation will convey to make shoppers blissful together with his charges, the modifications in considering which have been important for him to show problematic counseling into profitable, and why it’s best to not begin together with your why however with yours WHO.

Efficiency notes and extra info will be discovered at: https://www.kitces.com/210

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