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Thank you for requesting
Fees at a Crossroads Revisited
6 Steps to Help Financial Advisors Close the Fee vs. Value Perception Gap
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When we first released "Fees at a Crossroads" in 2015—a white paper designed to help financial advisors evaluate the right pricing model for their business—the industry was steeped in the DOL ruling, customer habits were changing amid a groundswell of support for robo-advisors, and consumers began demanding more personalized service and greater digital choice.
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Download our 2018 version: “Fees at a Crossroads Revisited”. It’s an important update on what’s changed—and what hasn’t—and how advisors like you are adapting.
Complete the form to learn:
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What’s happening to the pricing landscape—key trends
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What consumers understand (and what they still don’t) about how they pay you
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How three advisory firms changed their fee models, and what happened as a result
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What you can do now to help clarify your own pricing strategy |
Get your copy of Fees at a Crossroads Revisited
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