Mastering Fixed Fee Models
In this training video available at Herbers & Company Academy, the Herbers & Company senior consulting team walks through the fundamentals of mastering fixed fee retainer models. The goal is to find a balance between client service and client trust through developing a client experience (CX) that goes beyond traditional investment management.
In this training, you will learn:
How to avoid mistakes in building fixed fee retainer models
How to balance service level with client trust
How to build trust through consistency and availability
How to effectively charge for service on a fixed fee schedule
