THE PRICE OF ADVICE: THE TRUE VALUE OF YOUR SERVICES

THE PRICE OF ADVICE: THE TRUE VALUE OF YOUR SERVICES

Are you worth $3,750 per hour? Here’s a hypothetical scenario: if a client is charged $15,000 annually on $1 million investment, and you meet with them quarterly – are you worth $3,750 per hour?

If you’ve never articulated your value-add, and they do the math, he or she might only think about your in-person meeting in relation to your fees. Even if you meet with clients semi-annually or quarterly, you want to ensure that clients know about what you do for them throughout the year and in between meetings so that they don’t equate your fees to only your formal meetings with them. The point is, you do a lot for your clients – services that build trust, disciplined investing, referrals to key service providers (i.e., tax advisor, lawyer, estate planner) and asset allocation, just to name a few.

Advisors who communicate the full scope of their offering, and confidently discuss fees, can position themselves for success and enhance their brand, in a regulatory environment that puts a spotlight on an Advisor’s worth.

2,800 thoughts on “THE PRICE OF ADVICE: THE TRUE VALUE OF YOUR SERVICES

  1. Jerrygoodo says:

    Знаете ли вы?
    Рассказ Стивенсона о волшебной бутылке был опубликован почти одновременно на английском и самоанском языках.
    Министр социального обеспечения Израиля однажды назвала почти всех выходцев из СССР своими клиентами.
    Команды тренера года АБА и НБА ни разу не стали в них финалистками.
    Российских легкоалетов могут сурово наказать за действия чиновников от спорта.
    Копенгагенский собор пришлось выстроить заново после визита англичан в 1807 году.

    http://arbeca.net

  2. cialis online reviews says:

    In Staffing, anytime, so debatable are the agents recommended by means of the extent’s best bib rather residence to buy cialis online forum unknown that the turning up urinalysis of deterrent over and above at tests to look as if the quotation gradual, forms to sound its prevalence. cialis canadian generic cialis online

  3. cbd wholesale says:

    I am the business owner of JustCBD Store company (justcbdstore.com) and I’m presently seeking to grow my wholesale side of company. I really hope that anybody at targetdomain share some guidance ! I thought that the most suitable way to do this would be to reach out to vape companies and cbd retail stores. I was really hoping if anybody at all could recommend a reputable web-site where I can get CBD Shops B2B Database I am currently taking a look at creativebeartech.com, theeliquidboutique.co.uk and wowitloveithaveit.com. Not exactly sure which one would be the best solution and would appreciate any advice on this. Or would it be easier for me to scrape my own leads? Ideas?

  4. Bomme Studio says:

    Having read this I thought it was very informative. I appreciate you finding the time and energy to put this content together. I once again find myself spending a significant amount of time both reading and commenting. But so what, it was still worth it!

  5. Girard Media says:

    You have made some good points there. I checked on the net for additional information about the issue and found most individuals will go along with your views on this site.