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The Perfect RIA
The Fees Are Only Up Because The Market Is Up… [Episode 297]
Feb 24, 2025
Dive into the debate on advisory fees and the true value they represent for clients. The hosts address the assumption that rising market values should automatically lead to higher fees. Discover the art of crafting a compelling value proposition that resonates with clients, emphasizing the need for clear communication and understanding. The discussion highlights the necessity of delivering real, perceived value while navigating the complexities of fee structures and enhancing client engagement. A fresh take on elevating the advisory experience waits!
25:09
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Quick takeaways
- Advisors must communicate their value clearly to help clients understand the rationale behind fees and services provided.
- Establishing a structured communication process enhances client confidence while allowing advisors to protect their time and well-being.
Deep dives
Balancing Client Needs and Personal Time
Financial advisors often struggle to maintain a balance between being available for their clients and protecting their own time and mental well-being. An effective internal client communication policy can serve as a blueprint to establish professional boundaries while still making clients feel valued. This policy is designed to standardize team interactions, ensuring that every client receives consistent and high-quality service regardless of whether the advisor is available. By creating a structured communication process, advisors can enhance client confidence while safeguarding their own time.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode