In this week’s episode we invited three advisors who had recently attended our How To Charge LIVE event into the studio. You can hear their reactions to the event and also what they’re going to do when they get home to implement what they learned. We’ve...

In this week’s episode, we discuss common unhealthy phrases and beliefs that advisors often have. They emphasize the importance of overcoming these barriers to become Elite advisors. The conversation covers topics such as feeling alienated in the office, lack of...

I’m thrilled to share some exciting insights from our latest podcast episode where Matt Reiner of https://www.mattreiner.com and I dove deep into the world of AI, specifically chat GPT, and its potential in the advisory industry. Embracing Innovation: We...

Registration for January’s How To Charge LIVE event is 20% sold so get your ticket below before they are sold out.  http://www.HowToChargeLive.com The Balance of Custom and Scalable: We explored the myth that personal touch is lost when a business scales. It’s...

This week we discussed the factors that influence clients’ buying decisions. To be great in sales, you need to understand every factor in a buying decision. Here are the ten areas we covered. 1. Their needs and wants 2. Emotions and desire 3. Perceived value 4....

There are six spots left for our September How To Charge LIVE event. If you want to stop hoping you get AUM or sell a policy to make your time and effort worthwhile and start charging for your time and ideas, then this event is for you.  We guarantee that your first...

There are 10 seats left to our How To Charge LIVE event in September at our offices outside of Nashville, Tennessee. If you’d like to attend you can book a call to get your questions answered or get your ticket at http://www.HowToChargeLive.com.  I’m thrilled to...

Get your Planning Readiness Score – http://www.StenMorgan.com/Ready Attend the How To Charge LIVE event – http://www.HowToChargeLive.com This episode is a recording of a recent training session we hosted on the six steps to charging for your advice.  Our...

Save $500 on the HTC LIVE when you use code freehotel http://www.HowToChargeLive.com We’re excited to share some valuable insights from my recent conversation with Jay Duffy, a financial advisor from Baltimore, Maryland. Jay attended our “How to Charge...

We’ve got a great episode and a free guide for you today. http://www.StenMorgan.com/commitment Commitment: A Daily Practice, Not a New Year’s Resolution We often think of commitment as a once-a-year event, but it’s actually a daily and weekly practice....

July 11th Elite Prospecting Webinar Registration – https://www.eAdvisorNetwork.com/webinar Event Registration – http://www.HowToChargeLive.com In today’s episode, you’ll meet Myles and Robert, advisors who attended the “How to Charge LIVE event in...

Before you check out this week’s podcast, I wanted to remind you about our upcoming live event in September 2023. We have a special offer just for our loyal listeners – a $500 discount on registration that you can put towards your hotel stay. Use coupon code...

We’ve never done this before. We’re giving away our How To Charge online training program when you purchase your ticket to September’s How To Charge LIVE event. That’s a $1,500 value. Here’s how to get your free program. Purchase your ticket before July 1st, 2023, and...

Registration for our September How To Charge LIVE event is open. Get your seat at http://www.HowToChargeLive.com This is the first of a new series called “Learn the Hard Way” where we cover lessons advisors have learned through experience and how to avoid...

Do you struggle with the fear of not knowing enough to charge for your services? You’re not alone. Today we discuss this common obstacle and how to overcome it. The truth is that no one knows everything. It’s better to admit when you don’t know...

Do you struggle with the fear of not knowing enough to charge for your services? You’re not alone. Today we discuss this common obstacle and how to overcome it. The truth is that no one knows everything. It’s better to admit when you don’t know...

This is the first episode in a series where we break down the limiting beliefs and fears in this business. It’s vital that you embrace this fear and tension because they are ever-present companions on the path to success. Courage is taking action in the presence of...

In this episode, Sten and Andy discuss Commitment Bias and how it holds you back from achieving even greater success in your business. It’s extremely difficult to identify this bias so listen closely and then look closely at your patterns. When you do find the bias,...

It’s easy to fall into the average path of blindly following people that are closest to you geographically. It can also be easy to think you want to have someone’s life, but you don’t understand what they’re sacrificing in their life to achieve their current results....

In this episode, we answer six questions from listeners like you. We discuss: The effectiveness of remote versus in-person meetings The value of driving to meet clients face to face How to convert old clients to fee-based clients The importance of financial advisors...

The biggest obstacle that financial advisors face is not leads or the economy, it’s a lack of confidence. So, how can you gain confidence? What keeps you from trying? How can you understand fear and get past the obstacles that are keeping you from taking the action...

Are you struggling with charging for planning services? In our latest podcast episode, we break down the obstacles a recent EAN customer is facing as he works to close more planning clients. We coach hundreds of advisors who face these same issues and offer valuable...

In this week’s episode, Andy interviews Kyle Kuyat, VP of Business Development and part of the recruiting team at Silver Oak, about why financial advisors switch companies and the process of switching. They discuss the different options available for financial...

In this podcast episode, we discuss exactly what we teach at How To Charge LIVE. If you want to find out if HTC LIVE can help you, then you can set up a 1:1 call with Andy by visiting this link.  https://calendly.com/andytraub/htc-live Event Details:...