“A work of art” – high praise for a financial planning firm’s web design

By | April 30, 2018

When designing, Timothy Financial’s 4th website, we wanted to present this long-term client’s fee structure in a dynamic fashion, clearly contrasting their unique position in the financial planning industry from a sea of firms using the traditional assets under management model.

The need to present a clear value proposition

Due to rapidly changing technology and regulation, amid generational shifts, “there has probably never been a worse time than now to be unclear about your value proposition and how much it is worth.” In their report “The Future of Fees: Real Life Pricing Innovations in Wealth Management”, Matthew Jackson and Wei Ke, PhD of consulting firm Simon-Kutcher & Partners describe the problems with the current state of pricing financial planning services and highlight how Spire2’s presentation of Timothy Financial’s fees is so powerful.

Linking price to value

excerpt of article highlighting design of fee presentation

Simon-Kutcher & Partners describes Timothy Financial’s presentation of fees as a “work of art”.

“The fees of Timothy Financial are displayed with a boldness and clarity that not only contrasts starkly with the coy reticence of 99% of planning firms, but also takes advantage of a hugely important opportunity to link price to value.

In terms of pricing psychology this is a work of art. The different levels are essentially value stories – clusters of needs associated with different types of client…”

Read the excerpt here (pages 8-13).

Are you connecting your pricing structure to the unique value you offer? Let’s talk. (630) 923-5009 ext 700 or fill out our online form.

Jeffery James
Jeffery James
Jeffery is the Creative Director and Principal of Spire2. He brings marketing expertise from a variety of industries. He excels at understanding clients' corporate objectives, translating them into brand positioning and executing marketing materials that exceed expectations.