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Financial Services Sales Objection

We're on a retainer pricing model — per-seat or per-AUM fees don't work for us.

3 responses
anchor
Thanks

"We have a flat retainer structure designed specifically for fee-only advisors and RIAs. It's not per-seat, it's not AUM-based — it's a fixed annual retainer that covers your practice. I can show you the rate card."

probe
Thanks

"What's your current retainer structure, and what's included vs. what costs extra? I want to understand the model so we can price to fit it."

validate
Thanks

"Retainer pricing is the cleanest model for advisory practices — and it's the one we built around. There shouldn't be a conflict here. Let me show you how we price for your structure."

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