Have you been using a pricing model that is out of date or filled with challenges? Not sure you’re charging enough or at the right stage in your advice process? Or even sure if your clients would pay you more than they pay now?
YOU ARE NOT ALONE!
It’s more important than ever to ensure you have a robust, consistent pricing model that stands up to scrutiny AND delivers value to the business and your clients. One that represents value to every client, is consistently applied across your whole business, and yet is flexible enough to appropriately price each clients’ unique situation. One that achieves the profitability and sustainability you desire, while enabling you to serve the clients you wish to serve.
This 8-week group program will help you redesign, implement and master your pricing.
With the rapidly evolving profession, many advisers are being forced to rethink their business and to update their pricing model to increase their sustainability in line with the FASEA Code of Ethics, rising costs and a plethora of compliance and legislative change.
This can be a challenging exercise… finding the time is hard enough, but knowing how to structure this time to get the best results and an actual outcome (rather than a list of further questions to ponder) is paramount to success. Engaging a business coach directly will get great results (if you get a great one who knows exactly what you’re going through and how to help you), and Elixir can provide that for you… but that’s not always cost effective, especially for smaller businesses.
Thankfully, there is a proven process that you can follow, and we’ve packaged it into a series of intensive interventions where you can spend much-needed time focused ON your business, and get help directly from our team of expert coaches to future-proof your business in a cost-effective way. We’ve mastered the art of the Zoom meeting, and you’ll be surprised how well you can do a group workshop without leaving your office. Far from a passive webinar, you’ll enjoy the use of face-to-face learning, breakout rooms, personal interactions and time for self-paced ‘homework’.
8-Week Online Group Workshop Program
After this 8-week program you will know exactly how you’ll price your services and you would have already started improving things such as:
- Knowing who your client base will be moving forward.
- Knowing all the elements of your business you wish to improve in order to achieve sustainability.
- Pricing your new clients.
- Re-pricing your existing clients with a road map for implementing these fees.
- Overcoming the initial shock and confidence issues preventing you from implementing new pricing.
Throughout this carefully curated program, you will benefit from:
- Having all the tools, knowledge and thought processes you need to crunch your numbers and land on the right pricing for you and your clients.
- Having access to research and benchmarking so you know where your pricing sits within the market.
- Learning from others through interactive group based learning (yes we can still do that face to face online, we just won’t be belly-to-belly).
- Enjoy bite-sized pieces of learning with a solid 2.5 – 3 hours of focused concentration every week for 8-weeks with implementation.
Every week will include workshops and hands-on implementation for your business
Program Fee: $6,600 per business
Includes all you need to redesign and implement your new pricing model:
Meet the Coaches
Some of the most experienced and enthusiastic coaches you’ll ever engage, the Elixir business coaches have a wealth of knowledge about what works in advisory businesses and have proven track records for helping their clients achieve greater success.
Feedback from advisers from previous programs:
“We now have a well-defined ongoing pricing model that is robust, clear, simple to understand and explain to clients. All our advisers and consultants feel confident to hold a pricing discussion in all ongoing review meeting over the next 12 months, whether it is to uplift, reduce or switch off fees.”
“The program was a catalyst for us to review our pricing structure which we are now implementing. It provided a broad view on pricing with much input which helped us to define our pricing strategy.”
“We have the belief and confidence to charge what we need to charge”
Expressions of Interest Now Open
If you’re a licensee and want to put forward a group of your advisors who would benefit from this program or if you’re an individual advisory business ready to take your business to the next level,
simply complete the below form and Elixir will be in touch to discuss program dates which best suit you.