Master Class in Repricing: How to Raise Your Fees Without Losing Your Clients

Too many financial advisors fall into the same trap: slashing fees to win business, then spending years overdelivering for a client who’s paying far too little. The result? A regretted acquisition.

Raising your fees should be the obvious next step. But the fear of rocking the boat—and losing a valued client—keeps most advisors stuck.

Using insights from behavioral science, this master class will show you how to align your pricing with the true complexity of your clients’ lives and the full value of your services. Raising fees doesn’t have to feel risky. Done right, it reinforces your value, strengthens the relationship, and ensures that you’re compensated for the quality you deliver.

Watch the replay now to hear from ABAI’s Ken Haman and Scott Tatum discuss how to reprice your relationships—without breaking trust. You’ll also uncover how to:

• Confidently navigate the repricing conversation
• Answer the seven inevitable questions every client has—spoken or not—about your value and fees
• Design a business model that meets clients at their life stage, and price accordingly
• Script a clear, trust-preserving message—“Your needs have changed. We know how to help.”