Your identity and that of your business will be held in the highest confidence and your answers will be published in anonymous, aggregated data sets. The research insights are incredibly helpful to advisers building sustainable businesses, so I thank you in anticipation of you completing the survey.
This latest research will help you stay ahead of the curve and assist you to build a unique pricing and service model that is best suited to your business. This data removes the mystery around pricing and showcases the models that work, provides solutions to the challenges faced by most advisers, and offers insights into the amounts being charged at different points in the advice process.
This research answers the age-old question…”how do other advisers charge?”