How to Talk to Your Clients About the Money They Pay You10/01/2021


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The good news is that any client or prospect who has reached out to you obviously has a willingness to talk about their finances, but that doesn’t mean they will always be forthright and open to discussing every detail of their life. The same might be true about you. It’s no wonder the fee discussion can be awkward! The good news is it doesn’t have to be.

In this piece, we discuss concepts you can use to set the tone of your relationship with your clients while differentiating you from other financial professionals your clients and prospects may be working with.

Complete the form below to access How to Talk to Your Clients About the Money They Pay You.

For use with financial professionals only. Advisors affiliated with Cetera are either registered representatives offering only brokerage services or are investment adviser representatives who can also offer advisory services.

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