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Taking the Fear Out of Fees: Conveying Your Pricing to Clients

Session Speakers
Session Description

Why Attend
Get past the challenges you face when it comes to fees, and learn how to clarify your services and fees to clients with courage and conviction. 

Session Details
Regulatory scrutiny, increased transparency, greater press coverage, and well-informed clients have brought the topic of fees to the forefront of most advisors’ minds. Yet many, from rookies to veterans, struggle with this topic. A lack of clarity about services and fees, and difficulty communicating them to clients often pose a problem. In an interactive, practical application session, delve into:

  • How to clarify your service proposition and convey it with confidence
  • Fee positioning and fee conversation strategies
  • Pricing tips and techniques, and best practices from top advisors

Additional Information
CPE-1 hr
Education Session
1h
Session Schedule