Description
Webinar Hosts: Graham Burnard & Monique leRoux
It’s enlightening to consider the components of pricing models and numbers being utilised by advice firms, and these numbers really come to life when explored through the lens of actual client examples, and considering business models in their entirety. The final webinar in this series will be a deep dive into how advisers priced and serviced a selection of the Client Case Studies, as well as an in-depth look into two complete business and pricing models. Registrants will vote on their preferred client case studies and businesses prior to the session, and we’ll present and discuss the most sought-after examples.
3 of the following 6 case studies will be explored:
Case Study 1: Richard and Karen – Wealth Creators with a young family
Case Study 2: Dave and Jen – Tradie and stay-at-home wife with young family needing insurance-only advice
Case Study 3: Susan and Laurie – Business Owners looking to expand
Case Study 4: Joe and Tina – Retirees with modest sum and Centrelink requirements
Case Study 5: Peter and David – Retirees with significant amount of money and SMSF
Case Study 6: Betty – Aged Care Advice
2 of the following 4 business models will be explored:
Mid/Large sized, multi-disciplinary advice firm, healthy EBIT ($5M – $10M turnover)
Independent advice firm, absolutely convinced that flat fees and zero commissions are the best option ($500K – $1M turnover)
Regional firm using a hybrid of Flat and Asset-based fees, convinced asset based fees are best ($5M – $10M turnover)
Single adviser accounting and financial advice firm, very selective about clients they work with, charge annual retainers (no initial fee). ($501K – $1M turnover)
Risk and Estate Planning Specialist. ($1M – $1.5M turnover)
Regional financial advice firm with negative EBIT ($501K – $1M turnover)
