Let’s face it, everyone loses in the “race to the bottom”—and InspiredMeetings’ Ann Schleck has some insights on how to move that needle.
Amidst continued pressures on fees and services, the most successful advisors have excelled at highlighting those essential, but sometimes intangible elements that help them stand out from the competition.
“Top” Tips: Rising to the Top in the Race to the Bottom is one of the five (count them, FIVE) “bottom line” workshops at the NAPA 401(k) Summit (April 26-28)—and it’s all about putting more value into your value proposition.
Let’s face it:
- There really is a difference between the also-rans and the extraordinary.
- In a world where fees and services are being compared on a spreadsheet, advisors need to show how they’re different.
- Advisors want practical ideas and techniques to demonstrate their value.
In this interactive session, you’ll find not only that “value” is not about services, but also that the Who (you, your firm, your team) and the How (the experience you deliver) is what differentiates. You’ll walk away with specific tactics you can deploy to show your value—and even raise fees for low-margin clients. But perhaps most importantly, you’ll learn how to have the fee conversation with prospects and clients.
Hotel rooms are at a premium—better register today: https://napasummit.org.
