Fees Are About to Change

The Fee Flip: Why Directional Planning is the Future of Financial Advisory

The financial advisory industry is at a pivotal point. As traditional services become commoditized, the value proposition for advisors is shifting. In this clip, Duncan MacPherson and Sten Morgan discuss the coming "fee flip," where clients will gladly pay for directional planning over transactional services. Sten shares his personal journey of "awkwardly" navigating fees and how he developed a system to help other advisors avoid the same mistakes. Discover how focusing on a repeatable process and leveraging a strong community can help you stay relevant and grow your business in this new era.

This clip is an excerpt from episode 82 of the "Always On with Duncan MacPherson' financial advisor podcast featuring financial advisor and entrepreneur Sten Morgan, author of The Seven Mindsets of Success. Stream it on your favorite podcast channel:

Apple Podcasts: paretosys.co/ao-ap
Spotify: paretosys.co/ao-sp
Other platforms: paretosys.co/ao-bb