Cracking the Pricing Code: Strategies for Strengthening Returns on Assets

Date: August 22, 2023

Speakers: David Lincoln, Doug Trott

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Not too long ago, bank wealth managers and trust companies were enjoying near-record levels of profitability. Market declines, economic uncertainty and rising costs, however, imply the possibility of margin pressure. This presentation will look at current financial trends - especially sustained increases in compensation expenses - and make the case that now is a timely opportunity to revisit pricing and discounting practices. We will conclude with tips and best practices for strengthening pricing practices, improving fee realization, and finding ways to thrive in an otherwise challenging environment.

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View the presentation slides here.