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ROI of Transparent Pricing + Marketing (Financial Advisors Beyond AUM)
Manage episode 455165566 series 2534823
The Power of Transparent Pricing for Business Success. Standard financial advisor fee model of 1% AUM isn't always profitable due to the 80/20 rule (Pareto Principle). There may be a better way to price financial planning.
Watch this episode: YouTube.com/emilybinder
Publish pricing transparently to build trust in all businesses. I reference insights from industry research in financial services
Lastly I cover stats and 2025 content marketing tips for financial advisors, focusing on the importance of organic content, video, and social media.
(00:11) The Importance of Publishing Pricing
(01:57) Pricing Strategies for Financial Advisors
(02:26) Lessons from Car Rental Industry
(03:57) You want customers, not buyers
(04:45) Competitive pressures in wealth management
(05:12) The Emotional Component of Financial Advice
(05:35) Exploring Alternative Pricing Models
(05:50) The Almanack of Naval Ravikant
(06:30) Your hourly rate (Naval): $1000/hour
(08:37) 649,900% ROI in 1 month: case study from AI pricing
(10:20) The psychology of pricing high end services
(11:27) Why I hired a financial advisor
(12:55) 2025 content marketing tips for financial advisors
(14:12) Social media video is one-to-many broadcast
Related episodes:
Four Types of Leverage In Your Business
Don't Do Marketing, Be Marketable
My podcast tools:
- Record: emilybinder.com/riverside
- Edit with AI: emilybinder.com/descript
- Shop my gear: beetlemoment.com/gear
Hire me:
Speaking: emilybinder.com/speaking
Coaching: emilybinder.com/call
Connect:
This podcast | My website | Beetle Moment Marketing | LinkedIn | X | Instagram | TikTok | YouTube | Email updates
Hosted on Acast. See acast.com/privacy for more information.
737 jaksoa
Manage episode 455165566 series 2534823
The Power of Transparent Pricing for Business Success. Standard financial advisor fee model of 1% AUM isn't always profitable due to the 80/20 rule (Pareto Principle). There may be a better way to price financial planning.
Watch this episode: YouTube.com/emilybinder
Publish pricing transparently to build trust in all businesses. I reference insights from industry research in financial services
Lastly I cover stats and 2025 content marketing tips for financial advisors, focusing on the importance of organic content, video, and social media.
(00:11) The Importance of Publishing Pricing
(01:57) Pricing Strategies for Financial Advisors
(02:26) Lessons from Car Rental Industry
(03:57) You want customers, not buyers
(04:45) Competitive pressures in wealth management
(05:12) The Emotional Component of Financial Advice
(05:35) Exploring Alternative Pricing Models
(05:50) The Almanack of Naval Ravikant
(06:30) Your hourly rate (Naval): $1000/hour
(08:37) 649,900% ROI in 1 month: case study from AI pricing
(10:20) The psychology of pricing high end services
(11:27) Why I hired a financial advisor
(12:55) 2025 content marketing tips for financial advisors
(14:12) Social media video is one-to-many broadcast
Related episodes:
Four Types of Leverage In Your Business
Don't Do Marketing, Be Marketable
My podcast tools:
- Record: emilybinder.com/riverside
- Edit with AI: emilybinder.com/descript
- Shop my gear: beetlemoment.com/gear
Hire me:
Speaking: emilybinder.com/speaking
Coaching: emilybinder.com/call
Connect:
This podcast | My website | Beetle Moment Marketing | LinkedIn | X | Instagram | TikTok | YouTube | Email updates
Hosted on Acast. See acast.com/privacy for more information.
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