CRM2: How to define your fee-worthy value
In part three of a six-part series, “The impact of CRM2 on investors,” Dan Richards, CEO, Client Insights, and Susan Silma, co-founder, CRM2 Navigator, discuss research about investors’ perceptions of advisor value and fees. Silma gives tips on how to communicate fee-worthy value to clients.
- By: Dan Richards, Susan Silma
- November 27, 2016 November 9, 2019
- 19:30