Running an RIA · Podcast

Value-Based Pricing for Financial Planning And Charging As Much As The Market Will Bear: Kitces & Carl Ep 202

Fee levels and pricing conversations are a recurring operational question for advisory firm owners, and this episode focuses specifically on the gap between what an advisor charges by default and what some clients will bear.

Streams from the publisher’s own feed. Nothing loads until you press play.31 min

On the publisher’s site

Summary

By the running an ria desk

Episode 202 of Kitces & Carl has Michael Kitces and client communication specialist Carl Richards discussing clients who are willing to pay more than the advisor's standard fee. The conversation is framed around value-based pricing for financial planning and what that willingness to pay suggests about the value of the advisor's advice. Show notes are pointed to kitces.com and thesocietyofadvice.com.

The episode is the 202nd in the Kitces & Carl series.
The hosts discuss clients willing to pay over the advisor's standard pay grade.
The conversation covers what that could mean for the value of the advisor's advice.
The framing is value-based pricing for financial planning.

Similar items

Same topic

Managing Compliance Across the US, UK and Europe \| TowerBrook Capital Partners	PEI Media	6 min	Oct 29
At The Money: Preparing for a Career During in Age of Artificial Intelligence	Masters in Business (Bloomberg)	16 min	Oct 29
Value-Based Pricing And Charging As Much As The Market Will Bear - Kitces & Carl Ep 202	Michael Kitces (Kitces.com)	30 min	Oct 29
Dr. Daniel Crosby - The Psychology of Financial Anxiety: Five Types of Anxious Clients and What Actually Calms Them	Standard Deviations with Dr. Daniel Crosby (Orion)	20 min	Oct 29
NAPFA Financial Planning Competition FAQs	NAPFA	7 min	Oct 28