Pricing for Gen XY in Wealth Management

Published on October 26, 2018
Pricing for Gen XY in Wealth Management
Joshlyn Ross Fri, 10/26/2018 - 11:55am

Setting a course for wealth management’s ‘blue ocean’

Join Matthew Jackson, Director in Simon-Kucher’s wealth division, for a webinar on November 30th at 1:00pm ET. In this webinar, Matthew will share new research on new pricing models being used to target younger clients.

Participants will learn more about:

  • How to structure an offer – new features and innovative twists on standard offerings
  • How to change pricing – how to use new metrics in combination with old ones
  • How to present both – applying the four Cs of Clarity, Coherence, Calibration and Confirmation