Join our webinar to help advisors prepare for Total Cost Reporting conversations and clearly demonstrate the value they deliver.
In this webinar led by industry experts Leo Pusateri and Giles Kavanagh of Pusateri Consulting, you’ll gain practical strategies to build client trust, confidently explain fees, and turn cost transparency into a stronger value conversation. Here’s what you’ll take away:
- Show the full value of your advice: Connect fees to the comprehensive advice, planning, service and estate-planning benefits clients value most.
- Differentiate your practice: Clarify what sets you apart and give clients stronger reasons to choose—and stay with—you.
-Make fee transparency easy to understand: Discover simple, client-friendly ways to talk about fee transparency and help clients understand what they pay and the value they receive.
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.
