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Testimonials
Sue's understanding of the Financial Services industry is second to none and she has opened our eyes to a whole new world of business efficiencies and better experiences for our clients.

Neil Hancy, Director of Financial Planning, Abbott Solutions Financial Planning

Resources

Pricing Advice Book

PAbook-cover-150.jpgProduct Description

Read about the process you will need to undertake to create the right fee model for your financial planning business. Order now for your book to be mailed to you within 5 working days.

Click here to download a flyer.

Read the Introduction pages to learn more about the background of the book and author.

Preview the Contents Page.

Preview the first chapter of the Pricing Advice book.

Price: $49.95 plus $10 postage and handling

                                                                                                            

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Please contact Elixir for bulk pricing for orders of 50 or more books.

Product Reviews

 

Couldn't put it down

Posted by Annette McGrath on 2nd Jun 2010 

I have been in the Financial Services industry for a number of years in Senior Positions and for the last ten years in Financial Planning. I have been researching Fee For Service, Client Value Propositions and best practice for some time now and was still struggling with a best practice process to implement this into my business.


I purchased Sue’s book and could not wait to read it. I could not put it down as it provided me with the answers to questions I had been searching for without result for some time now.

As a planner we receive so much information at a “big picture” level however there is very little about the “doing”. I am pleased I bought two of these publications and I am now waiting on all of my colleagues to read the material and so far I am getting the same feedback from those that have.

I can only suggest that you spend the time to invest in what is the future in Financial Planning and align yourself with an industry expert such as Sue.