Your website's Fees page shouldn't look like a cluttered mish mosh.

Today's Daily tip: Your website's Fees page shouldn't look like a cluttered mish mosh.

No need to putter around about how you are a fiduciary, you treat each client like your mom, etc. This is not the place for "feel good" stuff.

You want absolute directness and clarity here.

Take this action TODAY:

Delete everything on your Fees page, except the compliance disclosures at the bottom.

Then, in the blank space, write something like this:

Here are my fees:

Assets under management Annual fee (as % of your portfolio)

0-$500k 1.0%

$500k to $1MM 0.75%

$1 to $2.5MM 0.65%

$2.5+ 0.60%

The fee is automatically debited out of your account at Charles Schwab on the last day of the quarter.

For more information, please see our ADV Part 2 (insert hyperlink over those words).

Or this:

The cost of a one-time financial plan is $5,000, payable via check or Venmo. Payment is due in advance of service.

For more information, please see our ADV Part 2 (insert hyperlink over those words).

Or this:

My hourly rate is $350/hour, payable via check or Venmo. Payment is due in advance of service.

For more information, please see our ADV Part 2 (insert hyperlink over those words).

Sara's upshot

A few tips for the Fees page.

• Tell them how the payment gets paid.
• Tell them when payment is due.
• Make sure you include a "0" to the left of the decimal if you are quoting AUM fees <1%. It makes it clear that it's 0.50% vs. 50% or 5%
• It would be best to show the client what the AUM fee amounts to in real dollars, but make sure you ask compliance how to do that first.
• Put the dollar amount or % in bold.
• Make sure the columns are justified correctly. It looks weird when the numbers don't line up vertically.

Don't be cutesy wootsie on the Fees page. The focus should be on clarity, not entertainment.

Yeah?

Yaaaaah.

BOOM - there you go, today's marketing tip for 'ya!

-Sara G

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• I am an outsourced CMO for companies who need regular, full service marketing - blogging, social media posts, newsletters, etc.
• I am an hourly consultant for those who just need one-time or recurring marketing guidance
• People hire me as a ghostwriter to write content for a project fee
• I have a?social media training program
• I have a book about?what to say on LinkedIn?messenger
• I have a book about how to create a simple marketing plan

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Just letting you know in case you ever need me...see you tomorrow in the Daily.

-Sara G