
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
