When only a third of clients are paying stated rates, that’s not a fee schedule. It’s wishful thinking.
Gail Graham is CEO of Graham Strategy, dedicated to helping wealth managers build brands people love. As the former CMO of United Capital, she led marketing and brand development from 2012 through 2016, creating an industry-leading marketing platform. Previously, she spent a decade at Fidelity Investments in both retail and institutional leadership roles, serving as EVP Marketing for the RIA channel.