Get Your FREE Guide:

Stop Charging Motel 6 Rates If You're Delivering a Ritz Carlton Experience

Charge What You're Worth

Advisor Communication Toolkit - A simple, proven client communication system for updating your fees with confidence and reinforcing the value you already deliver.

If you have spent the last several years becoming a better advisor, improving your planning process, building a stronger team, and delivering more value to your clients, there is an important question worth asking: Does your pricing still reflect the practice you have built?

Most advisors do not need another reminder that they may be undercharging. They already know their client experience has improved. They know they are doing more planning, providing more proactive advice, investing more into the business, and carrying more responsibility than they were years ago.

The real challenge is knowing how to communicate the change professionally. That is exactly why we created the free Charge What You’re Worth Advisor Communication Toolkit.

Because if you are delivering a Ritz Carlton experience, you should not still be charging Motel 6 rates.

Inside Your FREE Guide You'll Get:

  • A proven client fee review letter you can adapt for your own practice

  • Two follow-up email templates designed to answer client questions before they become objections

  • A simple communication framework that keeps the conversation clear, professional, and focused on value

  • Messaging you can customize so you are not starting from a blank page

  • A proven structure for explaining the change without over-apologizing, over-explaining, or making the conversation awkward

One of the biggest mistakes advisors make is thinking they have to figure this conversation out on their own. You do not.

We have refined this communication process through years of reviewing fees in our own practices and coaching hundreds of advisors through the same conversation.

And what we have seen over and over again is this: The fee conversation is usually not nearly as painful as advisors imagine. But the words matter. The structure matters. The confidence matters.

Instead of staring at a blank page wondering what to say, start with a proven communication system you can adapt to fit your practice.

About Us

Micah Shilanski, CFP®

Micah Shilanski is the Co-Founder of The Perfect RIA and a nationally recognized financial advisor known for building a wildly profitable advisory practice while delivering massive value to clients.

Micah teaches advisors how to install proven systems, protect their time, increase client value, and build a practice that supports their life instead of consuming it.

Matthew Jarvis, CFP®, ChFC®

Matthew Jarvis is the Co-Founder of The Perfect RIA, author of Delivering Massive Value, and creator of proven practice systems used by growth-minded advisors across the country.

Matthew has generated over $20,000,000 in AUM fees over his career by helping clients clearly understand the value of great advice and helping advisors get paid accordingly.

We have 3 Tenets that each Member of the Nation MUST subscribe to:

1. Deliver Massive Value. 2. Spend More Time Out of the Office with Family. 3. Build a Highly Profitable Practice. 

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