The fee model question has been bubbling its way to the surface of advisor conversations and is quickly turning to a boil. How long can your prices be justified by your value proposition before clients start to wonder if you’re blowing steam? Do your clients understand what they are paying for? Let’s be honest—do you understand what they are paying for? In this episode of Elementality, Reese Harper welcomes pricing expert and financial industry veteran, Matthew Jackson of Dialektic Consulting to discuss the shelf life of asset-based pricing, the challenges and opportunities of changing your fee structure, the difference between fundamental and tactical pricing decisions, and why advisors can't put off the pricing question any longer.
Elementality for Financial Advisors | Elements Financial Vitals System™