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.