What to Say When Clients Ask About Fees [Episode 368]

Podcast: The Perfect RIA · Matthew Jarvis, CFP® & Micah Shilanski, CFP®

Opublikowano: 2026-10-19

In this episode, Matt and Micah explain how to handle client questions about fees without becoming defensive or assuming the relationship is at risk. Using a question from a longtime client, Micah walks through how he prepares, clarifies the concern, and incorporates the conversation into the meeting agenda. They discuss why consistent value delivery and a steady flow of prospects help advisors approach these conversations with confidence. Matthew and Micah also explore how a menu of services and a forward-looking planning cycle can make ongoing value more visible. The episode closes with a reminder to practice difficult conversations and...