3min chapter

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How Do You Know When You Are Adding Value Versus Just Trying To Justify Your Fees?: Kitces & Carl Ep 155

Kitces and Carl - Real Talk for Real Financial Advisors

CHAPTER

Navigating Value Addition and Fee Justification in Financial Services

This chapter delves into the challenges facing financial service firms as they deal with the commoditization of investment offerings and the pressure to provide added value in a competitive landscape. The speakers examine the balance between enhancing client services and the need for appropriate pricing strategies to avoid profit erosion.

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