October 31, 2020

Empower advisors to tackle tough fee conversations

1 min read

blue_down_arrow CHALLENGE

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

pink_down_arrow SOLUTION

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.

green_down_arrow RESULTS

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

Recognized the opportunity.

Felt comfortable proactively approaching a difficult subject.