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About This Webinar

In this webinar, practice management experts Leo Pusateri and Giles Kavanagh of Pusateri Consulting will provide you with actionable strategies to handle client objections with complete confidence and speak to the five layers of value that segregated funds provide. Learn how to:
-Turn fee objections into opportunities: Master a proven 4-step framework to confidently handle pricing challenges.
-Leverage pricing levers: Discover how to utilize key levers to command and justify your pricing power.
-Differentiate pricing questions vs. challenges: Understand the distinction between factual pricing questions and emotional pricing challenges—and how to address the underlying emotion effectively.
-Articulate the complete value of segregated funds: Clearly communicate the circa 5 discrete and standalone benefits of segregated funds to reinforce that price is only an issue in the absence of perceived value.

CE credits: Pending
To receive their CE credit, attendees of this event will be required to attend the entire session and pass the quiz after the webinar has been viewed.

Please note this webinar series will be in English only. French Closed Caption available.
Veuillez noter que ce webinaire sera en anglais seulement, avec sous-titres français.

Featured Presenters
Webinar hosting presenter
Author, President & Founder of Pusateri Consulting
Affectionately known as the ‘value man’ in the financial services industry, Leo is recognized as the industry’s premier partner of value-based training, not only by senior leaders in the C-suites, but among top advisors as well. Through robust training programs, firms have endorsed Leo’s skill set as the absolute best in class in bringing value-based training to the table. He works globally with investment management firms, private banks, family offices, insurance companies, and more.
Webinar hosting presenter
Managing Director, Pusateri Consulting
Giles leads Pusateri’s Pricing Your Value® work, speaking to brokerages, private banks and asset managers on the topic of pricing integrity. He advises private wealth service teams and firms on pricing policies, including strategies that can reverse unnecessary pricing compression among premium and high-value wealth advisory teams. He’s written two white papers on re-establishing pricing integrity, reflecting on his observations from coaching more than 600 financial advisors on setting, correcting and defending their pricing.