Practice Management

CRM2: How to define your fee-worthy value

In part three of a six-part series, “The impact of CRM2 on investors,” Dan Richards, CEO, Client Insights, and Susan Silma, co-founder, CRM2 Navigator, discuss research about investors’ perceptions of advisor value and fees. Silma gives tips on how to communicate fee-worthy value to clients.

Dan Richards, Susan Silma

Susan Silma

Susan Silma is a lawyer and former regulator with a deep understanding of the client perspective. She is passionate about simplifying and humanizing the client experience in financial services, while navigating the complex regulatory environment and promoting compliance.