Tackling the Fee Conversation: Demonstrating value to advisory clients
Addressing fees with clients can provide an opportunity to highlight your value proposition, reiterate your investment philosophy, and better align with their needs.
Where can I start?
Avoiding uncomfortable conversations around fees requires continually highlighting your value proposition: what do you bring to clients that they can’t do on their own?
Beyond your investment management expertise – which can ensure their assets remain appropriately allocated in light of their long-term objectives – clients often forget the range of advisory services you provide.
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Getting to the Finish Line
As you make your fall push before year-end, remind yourself and your team: It takes a strategic plan, training, persistence and grit to reach the finish line.
The Value of an Advisor: 4-Point Checklist
Investors are looking for advisors to help simplify the complex world of investing—and they’re actively seeking your help! Here’s what you need to do to help deliver value above and beyond a fee.
Why Practice Management Is Not Enough. And Why It’s Time to Transition.
Russell Investments believes practice management programs require a significant shift in focus to further drive advisor success. Here’s how they plan to do it.