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Since releasing the world-first research into adviser pricing models in 2009, ELIXIR CONSULTING has continued to research the market every few years, to answer all the questions you ever had about how other advisers charge for advice.
The third edition of the pricing research is now available, and contains in-depth information collated from 275 advice businesses, about how they charge for their advice in the 2014/2015 financial year. Discover what models are being used now, how much advisers are charging, the challenges they face and how they’re overcoming them.[/vc_column_text][vc_separator][vc_column_text]Gain detailed insights and see the trends in models being used and figures being charged, for pricing
- insurance advice,
- upfront fees for new clients,
- ongoing fees – for comprehensive and limited scope advice propositions.
The Third edition contains a new feature – Client case studies will provide insight into how much advisers charge specific clients, on an upfront and ongoing basis.
This information is invaluable for advisers who are refining their fee structures and licensee staff who help them. Understanding what models are working for others and what price points are being used will assist advisers to consider alternative solutions to their challenges, and understand how their own pricing model compares to the market.
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This Research is available in a variety of formats:
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Adviser Pricing Models Insights
Summarised adviser version, available in downloadable digital format, includes the Key Findings, The Numbers, Models Used, and Client Case Studies.
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Adviser Pricing Models Insights – Insurance Edition
Summarised adviser version, includes everything that is in the Insights edition PLUS Pricing Insurance Advice.
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Adviser Pricing Models Research Report
Full Research Report available in hard copy only – also includes chapters on Challenges, Emerging Trends, Sample Business Models, Insights and additional detail in the Client Case Studies.
Individual copies $1,650 per report.
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For licensees and corporate businesses wanting to upskill their staff and master the knowledge to help with this critical area of advice businesses, we can create a package to suit your needs:
- Multiple copies of the hard copy (full) Research Report
- Plus online OR in-person meeting with your team to present and discuss the findings
- Plus distribution rights of the digital summary version to your adviser network
- (optional) add a conference speaker for your event, to share the findings (all delegates can receive the digital version)
- (optional) add a slide deck for PD day presentation – to be delivered by your own staff – including one prep/training workshop prior to delivery
From $10,000 (+GST)
Corporate Package Inquiry
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