Case Study: Financial Planning Magazine: A price model that fits clients (and advisors)

Financial Planning Magazine: A price model that fits clients (and advisors)

Deliverable:

Article

Sector:

Wealth Management

The Objective

The wealth management industry is facing a challenge when it comes to finding the right fee that can boost business models, as the traditional AUM pricing strategies do not accommodate emerging segments that may not yet have the required assets, or afford clients personalization.

The Approach

To remain competitive and grow their client base, wealth managers can adopt a more sophisticated and client-centric approach to pricing. This includes adopting innovative pricing models that offer more features and benefits, segmenting clients' needs, and understanding clients' willingness to pay for valuable services.

The Result

Ultimately, wealth management needs a new pricing model fit for growth and the future that is based on customer analysis, data-driven insights, research, and common sense.

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