Investment Management for Individuals Pricing Guides

• Implementing Value-Based Pricing for Financial Advisors

  Shift from time or AUM-based pricing to a value-driven approach that aligns your fees with the outcomes and results you deliver for clients.

• Mastering the Financial Planning Discovery Process

  A deep dive into conducting thorough client discovery to understand needs, define scope, and inform accurate, value-based pricing for financial planning.

• Best Proposal Software for Investment Management Firms

  Find the right proposal software for your investment management business to streamline proposal creation, delivery, and client signing.

• Investment Management Fee Structures: AUM, Fixed, Retainer

  Explore common fee structures for investment management, including AUM, fixed fees, and retainers, and decide which is right for your firm.

• How to Price Investment Management Services Effectively

  Learn expert strategies for pricing investment management services, moving beyond AUM to value-based and fixed fee models for better profitability.

• How to Present an Investment Management Proposal & Discuss Fees

  Tips on crafting and presenting winning investment management proposals that clearly communicate value and confidently discuss your fees with prospects.

• Handling Common Investment Management Fee Objections

  Learn professional strategies to confidently address and overcome typical fee objections from prospective investment management clients.

• Communicating the Value of Your Investment Management Services

  Effectively articulate the tangible and intangible value you provide to clients to justify your fees and build stronger relationships.

• Financial Advisor Client Onboarding Checklist & Best Practices

  Streamline your new client onboarding process with a comprehensive checklist to set expectations and ensure a smooth start to the relationship.

• AUM Fee vs. Fixed Fee: Which is Right for Your Financial Practice?

  Compare AUM fees, fixed fees, and hybrid models to determine the optimal pricing structure for your investment management and financial planning business.