My First Campaign

Taking the Fear Out of Fees: Conveying Your Pricing to Clients

Get past the challenges you face when it comes to fees, and learn how to clarify your services and fees to clients with courage and conviction.

Join Sawtooth and Aristotle for an interactive webinar!

"Investments & Wealth Institute® has accepted “Taking the Fear Out of Fees: Conveying Your Pricing to Clients for 1 hours of CE credit towards the CIMA®, CPWA®, CIMC®, and RMA® certifications."

Regulatory scrutiny, increased transparency, greater press coverage, and well-informed clients have brought the topic of fees to the forefront of most advisors' minds. Yet many, from rookies to veterans, struggle with this topic. A lack of clarity about services and fees, and difficulty communicating them to clients often pose a problem. In an interactive, practical application session, we will delve into:

How to clarify your service proposition and convey it with confidence
Fee positioning and fee conversation strategies
Pricing tips and techniques, and best practices from top advisors

Call details

Date: Tuesday, June 8, 2021
Time: 3:00 PM EST
(45 minutes)

Hosted by:

Sawtooth Head of Sales - Rich Conley

Featured Speaker:

Patrick M. Schussman,
CFA, CIMA®, AIF
Managing Director, Head of Advisory Distribution

Patrick has devoted the majority of his career to helping advisors grow their fee-based businesses and transition accounts from brokerage to advisory. Patrick is a frequent lecturer at industry conferences on topics from institutional trends to advisory best practices.

Recent engagements include the 2018 Barron’s Top Institutional Consultant’s Conference; the 2018 and 2017 Schwab IMPACT conferences; the 2018 and 2016 IWI/IMCA National Conferences; the 2019, 2018, 2017, 2014 and 2013 Association of Professional Investment Consultant’s National Conferences; the 2019, 2018, 2016 and 2014 Asia Pacific Association of Fiduciary Studies Annual Pacific Rim Investment Conferences; and many more.

Sawtooth Solutions, LLC is an investment adviser registered with the SEC's. Visit Sawtooth's website for further information and full disclosures. Sawtooth Solutions, LLC and Aristotle are not affiliated, and neither are responsible for the liabilities of the other. Past performance is no guarantee of future results.