Nov 5, 2026 11:00 AM
CRM3: How to Prove the Value of Your Advice
In a matter of months, your clients will see—in dollar amounts—exactly what they are paying you and your investment dealer to manage their portfolio.
The mental-math barrier of converting fees from percentages into dollars will be gone. When fees appear as $5,000 or $50,000 a year, clients may begin comparing those costs with everything else they could do with the same funds.
Advisors will need to demonstrate value in a more measurable way so clients feel confident that the advice they receive is worth the cost. This practical workshop will help you prepare for those conversations before clients begin reviewing their new statements in January 2027.
In this session, you will learn:
- How to assign value to the services and advice you provide
- How to present your value in a clear, measurable way
- Strategies for managing increased complexity within your practice
- How to measure the impact of financial advice versus product advice
- How value mapping can align costs with value and impact
- How to remain competitive in the post-CRM3 environment
You will leave with practical insights you can apply immediately to help your practice not only survive, but thrive in the CRM3 environment.