Fees at a Crossroads Revisited

July 25, 2018

The more things change, the more they...continue to change.

6 Steps to Help Financial Advisors Close the Fee vs. Value Perception Gap

When we first released "Fees at a Crossroads" in 2015a white paper designed to help financial advisors evaluate the right pricing model for their businessthe industry was steeped in the DOL ruling, customer habits were changing amid a groundswell of support for robo-advisors, and consumers began demanding more personalized service and greater digital choice. 

Download our 2018 version: “Fees at a Crossroads Revisited”. It’s  an important update on what’s changed—and what hasn’t—and how advisors like you are adapting.

Complete the form below to learn: 

  • What’s happening to the pricing landscape—key trends
  • What consumers understand (and what they still don’t) about how they pay you
  • How three advisory firms changed their fee models, and what happened as a result
  • What you can do now to help clarify your own pricing strategy 

Get your copy of Fees at a Crossroads Revisited

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