Tag Archives: value conversation

The Value Conversation: Why You Need to Change the Way You Talk About Your Fees

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The industry discussion of advisor fees realistically is not an issue with fees. The issue is with the communication of the value associated with the fees. Most advisors provide value beyond the assets under management fee structure. But in many cases, the fees are presented only in relationship to assets under management. Do you see how that can become problematic?

When fees are presented only as AUM-related, then the only value really is the investment process that drives the investments.

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