Join us to gain practical strategies to help clients see the full worth of your advice.
In this webinar, industry experts Leo Pusateri and Giles Kavanagh of Pusateri Consulting will share actionable ways to shape client perception, communicate fees with greater confidence, and turn new reporting standards into a stronger value conversation. You’ll walk away ready to:
-Quantify your “Return on You”: Show clients the tangible time, money and planning value you provide beyond investment performance. Showing that for every dollar your clients invested in fees, they have received a multiple of dollars in real value in return.
-Build pricing confidence: Use fairness, consistency and transparency to make fee conversations clearer, easier and more credible.
-Deepen client relationships: Apply a practical 7-question framework to uncover client priorities, reinforce trust and support long-term retention.
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.
