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Simple Strategies to Confidently Raise Your Rates

William Hamilton Founder, SmartPath.co

Many firm owners undervalue the full scope of support they provide to clients, especially when day-to-day demands take over. This session helps you reframe how you see and communicate your value, so you can confidently transition from task-doer to trusted advisor.

Through a mix of practical examples, guided insights and ready-to-use scripts, you’ll learn how to align your pricing with the real value you deliver, without losing your best clients. We’ll also address common mindset barriers, pricing objections and how to navigate conversations with both new and long-time clients.

Whether your firm is at capacity or you’re simply ready to improve profitability, you’ll leave with clear strategies and immediate next steps to begin implementing value pricing in your business.

Objectives

Upon completion of this session, you will be able to:

  • Recognize and articulate your full value using key client value pillars
  • Confidently communicate and implement pricing changes using simple scripts while effectively handling client objections
  • Apply a practical action plan to align your services with what today’s clients value and begin transitioning to a value-based pricing model immediately

CPE

Governing body CPE credits Designation Field of study
IRS 0 AFSP N/A
IRS 0 EA N/A
NASBA 1 CPA Business Mgmt & Organization
CTEC 0 CRTP N/A
CFP Board 0 CFP® N/A

Details

Duration: 50 minutes
Course level: Overview
Prerequisite: None
Advanced preparation: None
Delivery method: Group Live

Feel the sizzle of what’s next.