About this episode

Sten Morgan interviews Austin Harris about enhancing client experience through effective financial planning and communication.

In this episode, Sten sits down with Austin Harris to talk about his path from personal training into financial advice, why Edward Jones appealed to him early in his career, and how his philosophy evolved from simply finding clients to serving them deeply. Austin shares how structure, mentorship, and hard work helped him build momentum early, especially when family pressure forced him to make the business work. The conversation also dives into one of the biggest themes in modern advice: how to communicate value more clearly. Austin reflects on attending How to Charge Live, how whiteboarding changed the way he explains planning, and why the real shift is not just charging for advice, but becoming the kind of advisor who can explain complex ideas simply, confidently, and memorably. It’s a great episode for advisors who want to level up their communication, client experience, and planning process within the framework they already have. Takeaways A strong system and structure can be a huge advantage early in an advisor’s career. Getting technically stronger matters, but learning to communicate value clearly matters just as much. Financial planning is not just about charging a fee —…

People in this episode

Host: Sten Morgan

Guest: Austin Harris

Topics covered

• client experience
• financial planning
• communication
• mentorship
• value proposition

Keywords

• financial advice
• client experience
• communication skills
• whiteboarding
• mentorship

Mentioned in this episode

Organizations: Edward Jones

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