Secrets of Successful Advisors℠ with Ken Haman cover image

Secrets of Successful Advisors℠ with Ken Haman

Master Class in Pricing: How to Never Discount Your Services Again

Apr 9, 2025
51:16

For almost two decades, financial advisor fees have been under pressure. Factors such as clients expecting discounts, skeptical next-gen clients and anxious competitors willing to do anything to secure a new client make it difficult to set attractive fees. But slashing fees isn’t the answer—it’s time to shift the conversation. In this episode, we discusses how to position your value so clients see your worth—without asking for a discount.

 

Additional resources: https://info.alliancebernstein.com/2025-Q1-ABAI-WEBCAST.html?partnerref=ABPodcast

 

Also in this episode, the AllianceBernstein Digital Coach – see practice management solutions for advisor success: abfunds.com/go/digitalcoach

 

DISCLAIMER

Note to All Readers: The information contained here reflects the views of AllianceBernstein L.P. or its affiliates and sources it believes are reliable as of the date of this podcast. AllianceBernstein L.P. makes no representations or warranties concerning the accuracy of any data. There is no guarantee that any projection, forecast or opinion in this material will be realized. Past performance does not guarantee future results. The views expressed here may change at any time after the date of this podcast. This podcast is for informational purposes only and does not constitute investment advice. AllianceBernstein L.P. does not provide tax, legal or accounting advice. It does not take an investor’s personal investment objectives or financial situation into account; investors should discuss their individual circumstances with appropriate professionals before making any decisions. This information should not be construed as sales or marketing material or an offer or solicitation for the purchase or sale of any financial instrument, product or service sponsored by AllianceBernstein or its affiliates.

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