Webinar
Know Your Revenue and Charge What You are Worth
Date: December 19, 2024
Revenue Series Part 4 of 4 (21 minutes)
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.
Enjoyed this video?
On “Follow up Friday with Amber Kuhn”, Matthew and Lacey discuss “Pricing Your Worth and a Guide to Year-End Planning” >
- Advisors must ensure they are charging their true value.
- Billing errors can lead to significant risks, including legal issues.
- Advisors should track client metrics to maintain a healthy pipeline.
- Year-end planning is vital for long-term business success.