The Best Fee Script Ever [Episode 347]
In this episode, Micah and Matt discuss the intricacies of pricing strategies in financial planning. They emphasize the importance of discipline in maintaining effective fee conversations, the significance of anchoring fees for client understanding, and the need to focus on value rather than just price. The hosts also explore how to educate clients about pricing and the timing of price discussions during the client relationship process. In this conversation, Micah Shilanski and Jarvis discuss the importance of addressing client concerns, particularly around pricing and fees, with integrity…
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.