The hardest conversation an advisor has. So it gets the most practice.
Most firms carry households on fee schedules that no longer match the work. Some were discounted to win the client. Some were set before the book doubled. Some are simply old. Advisors avoid the conversation, so the gap survives for years.
WealthAmp finds every household priced below the firm's current schedule with the difference stated in dollars, documents where the service outgrew the fee, and rehearses the conversation against a simulated version of that client. It never proposes a repricing where the service has not changed.
Find the gap
Every household priced below the firm's current schedule, with the difference stated in dollars rather than percentages.
Show the work
Where the service has outgrown the fee. A trust added. A second generation added. Planning work that nobody ever priced.
Where the gap concentrates
Firms that acquire carry the widest gaps. An acquired book arrives on its old fee schedule and gets grandfathered — years later the discount survives and its reason is gone. The evidence lives in the billing system, which is why the billing integrations sit high on our roadmap.
Prepare and rehearse
This is the hardest conversation an advisor has, so it gets the most rehearsal — against a simulated version of that specific client, with the objection they are most likely to raise.
Report realization at firm level
The Growth Office shows what the book would earn on the current schedule against what it earns today, and which households have documented new work behind them.
A fee increase must follow an increase in value, and the firm must be able to show that increase. WealthAmp never proposes a repricing where the service has not changed. And we are honest about the risk: firms that reprice at scale earn substantially more, and they lose a small number of clients on the way — the rehearsal exists because the conversation is hard and the stakes are real. A CCO reads this section before any other part of the product.
The working surfaces behind this play.
These are components of the growth layer, included with every seat. They are not products we sell separately, and never a reason to replace a capture tool that already works for you.
Reprice the book, answered.
When does WealthAmp propose a repricing?
Only where the firm can show the value grew: a trust added, a second generation added, planning work nobody ever priced. A fee increase must follow an increase in value, and the product never proposes one where the service has not changed.
Why do fee gaps exist in most books?
Some fees were discounted to win the client, some were set before the book doubled, and acquired books arrive on old schedules that get grandfathered. Advisors avoid the conversation, so the gap survives for years.
How do advisors prepare for the fee conversation?
It is the hardest conversation an advisor has, so it gets the most rehearsal: against a simulated version of that specific client, with the objection they are most likely to raise, scored against the firm method.
See this play on your own book.
One meeting, one number: your organic growth rate, and your plan to move it. 15-30 minutes, no slideware.
Book a Demo