This ebook will share with you our process to create the right fee model for your financial planning business. (Note – price is inclusive of GST)
While there is no one-size-fits-all pricing model that suits every financial advice business, there is a proven methodology to create a pricing model tailored specifically for your business and your clients.
Pricing your services effectively is one of the most critical factors in the success of any business, and pricing advisory services can be particularly difficult. Written by Australia’s preeminent expert on Pricing Advice, this book has already helped thousands of advisers to get their pricing right, and this revised edition will provide the insights you need to effectively price in today’s regulatory environment.
Whether you’re thinking ‘Where do I start?’ or ‘We’ve been doing this for a while now but could do with some help working out the kinks’, this book will help you to:
This process is robust, well tested and easy to follow, and it works for any business regardless of their size or scope.
“A triumph and a must read for every financial adviser.”
David Penglase, Director, SalesCoachCentral.com, Sydney.
“This book will arm you with the knowledge and insight to enable you to improve and refine your financial advice pricing model and value proposition. Even if you think you have it right, I suggest making the small investment in this book, it will pay dividends.”
Baz Gardner, Founder and Principal, The Social Adviser, Brisbane.
“Sue’s passion to assist advisers in transitioning their fee models is unrivalled in our industry.”
Kristine Wade, Head of Retail Sales – Life and Investments, Zurich Financial Services Australia.
Please note that this eBook has been optimised for viewing on a Kindle or through iBooks. If you download it to another device and are not satisfied with how it is appearing, please let us know.
When you click on “Add to cart” and purchase this ebook, you will receive an email with a link to download the file, and instructions on how to load it onto your device.
Please note that by purchasing this ebook, you agree to the following:
“I understand that this purchase is for a single user of the book, and appreciate Elixir making it available in digital format. Whilst I may load the book on multiple devices for my own use, I understand that it is an offence to forward the digital file to other users, and I will not breach Sue’s trust by doing so.”