ABOUT this webinar
Topic: Five Fee Management Tips for Business Growth and Risk Mitigation

Description: Do you feel burnt out with your marketing? So many firm owners get marred down in the writing and creation of content to support their marketing strategy. In this webinar, Zoë Meggert, founder of Perfectly Planned Content, is going over how to create a scalable content strategy using “pillar content.”

A recent poll showed 60% of clients ranked “clear and understandable fees” among their most important needs as a client.* Fees are the number one most examined topic for the regulators and the SEC reports most are failing.** Revenue is the #1 necessity of a business. However, most RIAs are ill-prepared to discuss their fees with clients or regulators and see “running billing” as simply a necessary evil. Join Redtail and Lacey Shrum, CEO and Founder of Smart Kx, for an interactive webinar discussing five simple adjustments advisors can make to take control of their firm’s revenue, be prepared to ace a regulator exam, and confidently discuss their fees and value with clients.

Register now for this webinar on May 9 at 10 am Pacific.

1268-OAT-5/5/2023

ABOUT this webinar
Topic: Actions to take your fee process from surviving to thriving
Description: Revenue is integral to your business, but fee calculation processes are manual, stressful, and insufficient. So much so that the SEC recently found most advisors have fee and disclosure inaccuracies, setting themselves up for failure in an exam or client inquiry.

In this webinar, Lacey Shrum, founder of Smart Kx, will go over the tools every financial advisor needs to successfully mitigate risk, ace the most common regulator request, and take control of your firm’s revenue.

Register now for this webinar on August 9 at 10 am Pacific.