Sales Strategy and Model Adjustment

The speaker describes their innovative pricing strategy for financial planning services, where they charge a lower assets under management fee coupled with a monthly subscription. This model aims to attract younger clients who may be initially less affluent but have the potential for growth. However, there is a concern that the combination of personal finance coaching and wealth management services is conflating different offerings, resulting in inadequate pricing for the services provided. The speaker is encouraged to reconsider their fee structure to better reflect the value of their services and align with market norms.