Ep 094: Crafting Your Optimal Solo Practice By Simply Charging What You're Worth with James Osborne
Financial Advisor Success
00:00
Challenges of Pricing in Financial Advisory
This chapter explores the complexities of setting fee structures in the financial services industry and how they influence client selection. It emphasizes the importance of perceived value over competitive pricing, particularly for high-net-worth clients, while also discussing the risks of uniform pricing models. The chapter highlights the need for advisors to reevaluate their pricing strategies to better reflect their true worth and enhance client trust.
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