While the value of financial planning was defined in the past by the products a broker could access for their clients, the value that an advisor brings to the table today is far more esoteric and relies not only on an advisor’s own knowledge and expertise, but also on their ability to deliver positive client outcomes.
Join us at the Kitces Monthly Office Hours in August where Michael and expert guests Carl Richards and Bill Bachrach discuss the keys to the pricing conversation and ways to become more confident when communicating the value you provide to clients. At this Kitces Office Hours, advisors will learn:
- How to evaluate your “lead nurturing” process and how you present yourself to prospective clients
- How to confidently share the story behind the value you provide to clients
- How to navigate conversations around price in a way that leads to securing clients who are a good fit for the firm
Presenters: Michael Kitces with Bill Bachrach - Chairman & CEO, AdvisorRoadmap™ and Carl Richards - Creator of the Behavior Gap
