"Where is the compression hitting hardest — AUM fees, hourly rates, flat fees? The answer shapes whether new tools make financial sense."
"The tools that survive fee compression are the ones that reduce your cost-to-serve. If we can help you serve the same clients with less overhead, the margin question flips — it's a cost reduction, not a cost addition."
"Fee compression is a real industry challenge. The response isn't to stop investing — it's to invest in things that increase efficiency faster than margins compress. What does your client-to-staff ratio look like?"
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