0       0

AICPA ENGAGE 2019


PFP19ER02 - Alternative Fee Structures


Jun 10, 2019 7:00am ‐ Jun 10, 2019 7:50am

Standard: $49.00

Description

In this session, we will build on the session from last year, where we examined an approach to improving the link between fees and value. The approach to pricing innovation depends on the target client segment. Advisers looking to target non-traditional clients (e.g. younger clients, clients who wish to manage their own assets) must innovate on the price metric. Advisers who wish to remain focused on traditional HNW clients have to work harder to define and regulate the value they deliver to clients of different sizes. In this session, we will summarize our latest thinking on these two approaches, including a summary of the key points that advisers must consider when undertaking innovations of this kind. Learning Objectives:

  1. Understand the options open to advisers who want to take an innovative approach to linking fees and value.
  2. Learn the key considerations involved in each alternative pricing strategy.

Speaker(s):

You must be logged in and own this session in order to post comments.

Charles Wilson
6/10/19 11:08 am

The Abacus Wealth Partners pricing up model was not in the handout material. Can you email me that document please? Thank you. charlie@wilsonaccounting.net

Print Certificate
Review Answers
Print Transcript
Completed on: token-completed_on
Review Answers
Please select the appropriate credit type:
/
test_id: 
credits: 
completed on: 
rendered in: 
* - Indicates answer is required.
token-content

token-speaker-name
token-index
token-content
token-index
token-content
token-index
token-content
token-index
token-content
token-index
token-content
token-index
token-content
/
/
token-index
token-content
token-index
token-content