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15min chapter
The Fees Are Only Up Because The Market Is Up… [Episode 297]
The Perfect RIA
The Value of Financial Advisory Services
This chapter explores the complexities of financial service fees and the subjective value clients perceive, drawing parallels with purchasing luxury items. It emphasizes the importance of structuring services in a way that enhances client understanding and engagement, while also addressing the psychological barriers advisors face when discussing fees. The conversation ultimately advocates for a strong value proposition and a process-oriented approach to financial advising.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode