"When a client questions your AUM-based fee structure — 'why am I paying a percentage on my whole portfolio when I'm only getting planning services?' — how does your advisor handle that?"
"AUM firms have some of the highest-stakes objection conversations in the industry — fee pressure, performance attribution, client comparisons to index funds. These are billion-dollar objections that your advisors face every quarter. That's exactly what we train for."
"I'd argue AUM firms need this most — one fee objection mishandled on a $10M client is a $10M AUM loss. Let's run a 30-day pilot on advisor conversations with clients over $1M AUM and measure the retention rate difference."
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