Browse / Financial Services / Objection
Financial Services Sales Objection

The AUM-based fee model doesn't align with my flat-fee practice.

3 responses
validate
Thanks

"Flat-fee practices have fundamentally different economics — you're right that AUM-based pricing doesn't fit. We have flat-fee and per-engagement pricing models specifically for this. What's your current pricing structure?"

anchor
Thanks

"Flat-fee practices are actually better served by tools that reduce time-per-client, not tools that scale with AUM. We can structure pricing that mirrors how you charge — not the other way around."

probe
Thanks

"What's the typical engagement size and pricing model for your practice? I can show you exactly how our pricing maps to your revenue structure."

Related Financial Services objections
"My clients want to talk to a human, not use a platform."
High-net-worth clients absolutely want human relationships — I'm not suggesting otherwise. The question is: should every interaction require a human, or can some be handled efficiently so you can focus on the ones that actually need you?
"I'm an RIA — I need independent tools, not something tied to a broker-dealer."
Independence is the core of RIA value — I respect that. Our platform is broker-agnostic by design. We don't sell products, we don't take kickbacks, and we don't compete with your clients. Your clients are yours.
"My clients have sophisticated financial situations — they need a customized plan, not a template."
What's the most complex element of your client work — tax optimization, estate planning, alternative investments, generational wealth? I want to know the real complexity.