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Horsesmouth Essential: Sometimes the hardest thing to do is to do nothing, and your clients may be feeling desperate for some kind of action in their positions. Reassure them that you’re on the case with these moves.
In these difficult times, clients may start raising objections to your pricing strategies. You must be crystal clear on your genuine value to defend your fees while preserving the relationship.
When clients average 9% a year, it's easy to pay a 1% fee. When they lose money, those fees become harder to stomach. Here's a four-part action plan for reestablishing your worth and protecting clients from further damage.
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The AI-Powered Financial Advisor
Begins June 18, 2025
Develop Your Medicare Strategy
With Elaine Floyd, CFP® and Sean M. Bailey
July 14–16, 2025