Case Study

Empowering advisors to tackle tough fee conversations



Advisors were concerned about having client conversations about fees - unsure about how to justify the value they provide.


Delivered workshops to advisors in multiple locations about fee disclosure and the questions it would raise for their clients.

Recommended how to have comfortable, confident client conversations.


Advisors were given unique insight into what clients understand and how they react.

Recognized the opportunity.

Felt comfortable proactively approaching a difficult subject.