In this episode, Sten and Andy discuss various questions from financial advisors regarding fee structures, client engagement tools, and strategies for working with diverse clientele. They emphasize the importance of clarity and simplicity in fee conversations, the need for effective client engagement tools, and the strategies advisors can use to connect with different types of clients, particularly business owners and medical professionals.

takeaways

• Advisors often struggle with fee structures, balancing between one-time fees and subscription models.
• A value-driven conversation is crucial for client engagement.
• Setting clear expectations with clients can prevent misunderstandings about service delivery.
• Simplicity in fee structures can lead to better client relationships and profitability.
• Effective client engagement tools can enhance the advisor-client relationship.
• Advisors should tailor their communication to the specific needs of different client types.
• Building a framework for client interactions can streamline the planning process.
• Understanding the unique needs of business owners can improve service delivery.
• Continuous iteration and simplification of processes can enhance efficiency.
• Taking action on insights gained from discussions is essential for growth.

GoBeElite.com

In this episode, Sten explains the mindset and strategy shifts advisors need to charge for their value confidently.

Key Points:

• Many advisors approach pricing the wrong way—often timidly or with inconsistent posture.
• The quickest way to change results is to shift your energy and confidence in the very next strategy session.
• Your price should reflect the value you deliver, not just your time or effort.
• Confidence in your fee comes from knowing the client receives far more than they pay.
• When you clearly communicate that value, clients are more likely to say “yes”—but even if they don’t, you’ll stand firm

https://gobeelite.com/

In this episode, Hector Martinez shares why every advisor should know how to talk about risk with their clients—and how to do it well. He unpacks why risk conversations often fall flat and offers simple ways to make them clear, personal, and actionable. Along the way, Hector reflects on the power of mentorship, gratitude, and relationships in the financial industry, reminding us that how we show up for others matters just as much as the advice we give.

GoBeElite.com