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Advisors need to understand the value of their brand before they can put an adequate price on it. Here are three tools for evaluating your price/value/perception balance, including five questions that reveal how clients perceive your value.
When clients average 9% a year, it's easy to pay a 1% fee. When they lose money, those fees become harder to stomach. Here's a four-part action plan for reestablishing your worth and protecting clients from further damage.
You can't be afraid to discuss your fees with clients. In fact, be the first to bring up the subject. It's one of the best steps you can take for qualifying clients, enhancing your credibility, and building trust.
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