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Pricing Your Services to Line Up with the Value You Deliver with Matthew Jackson
The AUM pricing model is prevalent in our industry but in many cases, the pricing is significantly disconnected from the real value being delivered.
Depending on your expertise and your client base, you might add value through tax management or estate planning advice. You might add value by fostering a positive attitude in your clients about investing, talking clients down from the ledge and helping them avoid a bad decision when volatility shakes the market. If you're working in the life-centered planning space, you might create value by forging life-long relationships that make you…
The skinny
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