"Where are you feeling the fee squeeze most — AUM compression, flat fees, hourly rate pressure? The answer changes what the ROI case needs to look like."
"Platform cost is a line item — but platform value is a multiplier. If we help you serve 20% more clients with the same staff, the platform cost becomes irrelevant. Want to model it against your current client-to-staff ratio?"
"Fee compression is a real industry trend. The response isn't to stop investing — it's to invest in things that reduce your cost-to-serve faster than margins compress. What's your client-to-staff ratio today?"
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