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Financial Services Sales Objection

My clients minimum investable assets are above your platform threshold.

3 responses
probe
Thanks

"What is your average client AUM, and what is the threshold you are running into? I want to understand whether we are close enough to make this work or whether there is a genuine mismatch."

anchor
Thanks

"We can discuss custom enterprise pricing for your specific client profile. The standard tier does not have to be the only option — let me understand your client base better before we rule this out."

validate
Thanks

"AUM thresholds exist to make the economics work at scale — but they are also negotiable for the right practice profile. What if we built a custom pricing model around your actual client distribution?"