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Neil Hancy, Director of Financial Planning, Abbott Solutions Financial Planning
Purchase Resources
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FoFA Ready Practice AuditIs your business ready for the Future of Financial Advice? Our FoFA Ready Practice Audit service is a confidential online survey that will allow you to test just how ready your business is for FoFA, to stress-test your reliance on trail commissions and determine what changes you can implement in order to grow and prosper beyond 2012. Click here for further information. Price: $250 |
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Pricing Advice Report - 2nd EditionIn 2009, Elixir Consulting conducted a world-first research report on the pricing models used by advisers in Australia. The Second Edition,to be released shortly, includes quantitative and qualitative data, analysing where pricing models are now - revealing different structures, pricing levels, implementation strategies and business models for both investment and insurance advice. As a licensee, you will be able to purchase a customised report that benchmarks advisers in your group against other licensees, in order to see where your advisers sit in the marketplace. Price: Coming soon .... |
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Pricing Advice BookRead 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 for further information. Price: $49.95 Plus $10 postage and handling |
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Pricing Advice DIY online program12-month subscription to the Online Program, a step-by-step guide to undertake the process to create your pricing model. Your login details will be emailed to you immediately. Price: $995 Plus $10 postage and handling |
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Pricing Advice DIY online program – no bookAs above, excludes copy of Pricing Advice book. (For those who have purchased the book separately). Your login details will be emailed to you immediately. Price: $945 |
Templated LettersDon’t pay hundreds for a copywriter to create your client materials. From our library of template letter samples, these templates have been designed to start the job for you - and to be refined and personalised to each individual advisers business. If you require assistance to create your processes and total client communication package, contact an Elixir consultant today. |
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Client Service AgreementPrice: $99 (GST inclusive) ***NOTE: This sample Client Service Agreement has not been updated to include requirements that will come about as a result of the Future of Financial Advice reforms.*** When the legislation has been passed and we have clear guidelines as to what will be required in a Client Service Agreement in the future, we will make available a suitable template. In the meantime, this document provides a clear expression of the services you will provide, and can be used to document your mutual commitment with your clients. We anticipate that there will be an implementation period after the FoFA legislation has been confirmed, and using this style of service agreement in the meantime will be better than using nothing at all. We expect that after signing their first service agreement, your clients will have little hesitation at re-signing your updated version when you meet with them after the FoFA legislation commences to operate. This sample client service agreement sets out the Services you will provide to clients as part of your ongoing relationship. This is documented in the form of an agreement that would form part of the client’s SOA, or could be a standalone document. When you purchase this letter template you will be able to download the letter in Microsoft Word, ready for your immediate use.
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Claims Assistance GuaranteePrice: $75 (GST inclusive) This letter is a sample of a Guarantee that you may choose to provide to your Risk Insurance clients, outlining what you will do if they need to make a claim on their policies. The Template is in the form of a Microsoft Word document. When your payment has been confirmed you will receive an email from us with a link to download your letter template immediately. |
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Client Engagement LetterPrice: $99 (GST inclusive) ***NOTE: This sample Client Engagement Letter has not been updated to include requirements that will come about as a result of the Future of Financial Advice reforms.*** The Template is in the form of a Microsoft Word document. When your payment has been confirmed you will receive an email from us with a link to download your letter template immediately. |
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Adviser Pricing Models Research ReportA world-first for Elixir Consulting! This in-depth qualitative study provides insight into the pricing models used by 120 advice businesses around Australia. Order now for your Research Report to be mailed to you within 5 working days. Click here for further information. Price: was $2,495 now $995 Plus $10 postage and handling |
