Search a title or topic

Over 20 million podcasts, powered by 

Player FM logo
Artwork

Content provided by Matthew Jarvis & Micah Shilanski, Matthew Jarvis, and Micah Shilanski. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Matthew Jarvis & Micah Shilanski, Matthew Jarvis, and Micah Shilanski or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.
Player FM - Podcast App
Go offline with the Player FM app!

Mastering Fees in Financial Advisory [Episode328]

25:15
 
Share
 

Manage episode 509029648 series 2482489
Content provided by Matthew Jarvis & Micah Shilanski, Matthew Jarvis, and Micah Shilanski. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Matthew Jarvis & Micah Shilanski, Matthew Jarvis, and Micah Shilanski or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

In this episode, Micah and Matt discuss the critical topic of fees in the financial advisory industry. They explore the common sensitivities advisors have around fees, the importance of setting clear expectations with clients, and the need for effective communication. The conversation emphasizes the value provided to clients and how it correlates with the fees charged. They also highlight the significance of role-playing fee conversations to build confidence and ensure that all team members are aligned in their approach. The episode concludes with actionable steps for advisors to improve their fee discussions and enhance client experiences.

Mastering Fees in Financial Advisory [Episode328]

Resources in today's episode:

- Micah Shilanski: Website | LinkedIn - Matt Jarvis: Website | LinkedIn

  continue reading

340 episodes

Artwork
iconShare
 
Manage episode 509029648 series 2482489
Content provided by Matthew Jarvis & Micah Shilanski, Matthew Jarvis, and Micah Shilanski. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Matthew Jarvis & Micah Shilanski, Matthew Jarvis, and Micah Shilanski or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

In this episode, Micah and Matt discuss the critical topic of fees in the financial advisory industry. They explore the common sensitivities advisors have around fees, the importance of setting clear expectations with clients, and the need for effective communication. The conversation emphasizes the value provided to clients and how it correlates with the fees charged. They also highlight the significance of role-playing fee conversations to build confidence and ensure that all team members are aligned in their approach. The episode concludes with actionable steps for advisors to improve their fee discussions and enhance client experiences.

Mastering Fees in Financial Advisory [Episode328]

Resources in today's episode:

- Micah Shilanski: Website | LinkedIn - Matt Jarvis: Website | LinkedIn

  continue reading

340 episodes

All episodes

×
 
Loading …

Welcome to Player FM!

Player FM is scanning the web for high-quality podcasts for you to enjoy right now. It's the best podcast app and works on Android, iPhone, and the web. Signup to sync subscriptions across devices.

 

Copyright 2025 | Privacy Policy | Terms of Service | | Copyright
Listen to this show while you explore
Play