A quick and easy litmus test financial advisors can use to avoid delivering too much value to their clients. (Because while it may seem like more value leads to happier clients, it often backfires, diluting your perceived worth and setting unrealistic expectations that can harm your business.)

How to answer the “Why do you charge that?” question with quiet confidence. (Your pricing conversation should never feel like a courtroom cross-examination. This response is clean, calm, and client-assuring.)

The two greatest predictors of profitability I’ve ever uncovered among financial advisors. (I’ve been helping financial advisors since 2015, and these insights have proven true more times than I can count.)

The “nuclear option” for justifying higher fees than your competitors. (I can’t guarantee it will work every time, and it’s very situationally dependent, but it can sometimes create miracles and get even the most indifferent and skeptical people to gladly pay you.)

And much, much more!