Show and tell: How to communicate value in wealth advisory

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Show and tell: How to communicate value in wealth advisory

Coffaro, Dave; Nichols, Chris

ABA banking journal, 03/2024, Volume: 116, Issue: 2

Magazine Article

...the percentage of full-fee wealth management relationships is significantly higher for the $1-5 million size segment than the $25-50 million segment, where there tends to be more size-based negotiations. * Myth 2: ...fees have been steadily increasing for years, across all relationship sizes, according to QuantiFacts data. ...clients expect advisers to deliver value beyond features and benefits of the products they use.

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