Pricing financial advice can be complex – pricing risk advice even more so.
With FoFA fully implemented and the new Life Insurance Frameworks in play, there has never been a more important time to address how you extract value for the invaluable advice you provide your clients.
Creating the right income model for an advice business takes more than just crunching numbers and determining what it costs to deliver advice.
At Elixir Consulting, we believe that every business owner should be free to determine the right pricing model for their business and client base. As experts in Pricing Advice, we know that there is not one pricing model that will suit all advice businesses, and yet we have developed a process that has successfully assisted hundreds of advice businesses – ranging from single-adviser, to multi- office businesses, to create their own unique pricing model.
Combining our online program to calculate the numbers, group workshop activity to share experiences and client engagement techniques, and follow-up group coaching sessions to aid implementation, our Evolution program is the most cost effective way to obtain business coaching support to create or refine your pricing model.
We will take you through a process that will assist you to achieve the following outcomes:
The program will earn you at least 27.5 structured CPD points*, and includes:
* The Business Evolution Program is accredited by the FPA to earn 27.5 structured CPD points, plus you can claim additional time outside of the meetings as unstructured CPD.
The process for the course is as follows:
Your investment for this program is $1,700 per month (+ GST) for five months. Alternatively, you can elect to pay in advance and save – total program fee of $8,000 (+ GST) if paid upon booking.
Programs are run around Australia. Contact us to register your interest in an upcoming intake.
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