Latest / The Efficient Advisor: Tactical Business Advice for Financial Planners
297: Charge What You’re Worth: Sten Morgan’s Blueprint for Confident, Value-Driven Advising
In this episode, financial advisor Sten Morgan joins Libby to talk about redefining what it means to bring value to your clients. From charging for advice to becoming a confident communicator, Sten shares practical steps to help advisors grow personally and professionally. He breaks down how to stand out in a crowded industry, build trust quickly, and create a business model centered around meaningful impact. Whether you're a new advisor or seasoned pro, you’ll leave this episode with tools to level up your practice.
What You Will Learn in This Episode:
Why your advice (not products) is your…
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.