Welcome back to the 210th episode of the Financial Advisor Success Podcast!
My guest on today’s podcast is Sten Morgan. Sten is the founder of Legacy Investment Planning, a hybrid advisory firm near Nashville, Tennessee that generates more than $2 million in revenue per year, serving 220 affluent clients. What’s unique about Sten, though, is the way he’s built his advisory firm by making himself and his planning ideas into his product, charging first and foremost for his advice, and the unique way he’s figured out how to quantify the value of his advice strategies that he’s bringing
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The post #FASuccess Ep 210: Growing Your Client Base By Making Advice The “Product” And Quantifying Its Value, With Sten Morgan appeared first on World Consulting Group.