Know Your Revenue and Charge What You are Worth

Is your RIA running at optimal revenue efficiency? Odds are, probably not.

Most RIAs are leaving money on the table due to “pro bono” clients, fee adjustments to close new business and sometimes, a simple lack of confidence to convey their value. 

This is holding your business back. Matthew Jarvis wrote the book on shifting your RIA from a practice to a business… join us as we discuss chapter 4 of “Delivering Massive Value” in detail. We will discuss:

• Why a fee analysis is important, what metrics to calculate and who is doing it if you aren’t doing it.
• Results of an actual firm’s pricing increase. 
• How to boost your confidence to communicate value and feel good about adjusting fees.
• Sneaky excuses and how to obliterate them.