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Pricing Research 5th Ed- SINGLE WEBINAR #4: Pricing and engaging with new clients


As the sixth edition of the Pricing Research will be released in late 2023, the fifth edition is now available at half price.


Webinar Hosts: Lana Clark & Graham Burnard

With demand outstripping supply for financial advice, it’s critical that advisers apply some focus on how they’ll engage and price their services for new clients. More than just the structures and the prices charged, we’ll also explore such elements as when advisers ‘pitch’ their fees, what marketing activities advisers are using(and which ones are working), how many new clients advisers engaged and what percentage of them signed onto ongoing services.