Unlocking the Power of Pricing

Date: May 23. 2023

Speaker: David Lincoln

It wasn't long ago that bank wealth managers and trust companies were enjoying near-record levels of profitability. Fortunes have since taken a less favorable turn due to economic uncertainty and the capital markets. This presentation will explore compensation trends and make a case that improving your firm’s pricing and fee realization practices are a ‘best bet’ for finding relief from margin pressure.

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Download the presentation slides here.