Pricing Research 5th Ed – Adviser Insights Core Summary

From: $450.00

This is your Adviser Core Summary version report of gold – the Core Chapters from our research delivered directly to your inbox – plus gain access to purchase any of our supplementary chapters to build your own version of the research with the key information to suit your needs. 

Chapters included:

  1. Introduction 
  2. Summary of Participants 
  3. Key Findings 
  4. Charging Models Used
  5. How much? A summary of the numbers charged


BONUS: Upon purchasing this version of the report you will be emailed a code for 20% off all Pricing Research Live Webinars


THE BEST PART – When purchasing the Adviser Insights Core Summary, you’ll gain access to purchase any supplementary chapter of your choosing for an additional $175 per chapter. Topics of these chapters include: 

  • Client Case Studies 
  • How are advisers engaging with new and existing clients?
  • Pricing Insurance Advice
  • Challenges and Solutions
  • Productivity and Efficiency
  • Business Models


To curate your own version of the research with all the information that suits your needs, simply add your chosen supplementary chapters below that you wish to tag onto your Necessity Bundle.

Not sure which supplementary chapters you’d need right now? That’s OK! A special link will be sent to you after purchasing this bundle so you can purchase them any time.

Please note: Upon making this purchase you will receive an email with the links to file downloads. This link is only valid for 30 days so be sure you download and store your copy safely!

Pricing Research - 5th Edition Supplementary Chapter - Client Case Studies

Pricing Research - 5th Edition Supplementary Chapter - How are advisers engaging with new and existing clients?

Pricing Research - 5th Edition Supplementary Chapter - Productivity and Efficiency

Pricing Research - 5th Edition Supplementary Chapter - Pricing Insurance Advice

Pricing Research - 5th Edition Supplementary Chapter - Challenges and Solutions

Pricing Research - 5th Edition Supplementary Chapter - Business Models



Chapter – Client Case Studies 

In addition to capturing the standard fees and pricing models from each advice business,  we asked participants to quote the fees they would charge to provide advice to a range of sample client scenarios. Research participants were provided with some limited background information on a fictitious client scenario, and we include this information as a way to demonstrate the practical application and the outcomes of different pricing models.

This section features six sample client scenarios, the fees each would pay for advice, and a summary of the ongoing services they’d be provided. 

Chapter – How are advisers engaging with new and existing clients?

Consumer demand, public scrutiny and the FASEA Code of Ethics have combined to increase pressure on advisers to demonstrate value for their fees, and the loss of grandfathered investment commissions and introduction of annual agreements means every adviser in Australia is applying focus on how they deliver an outstanding client experience. This edition of the research captured additional information to provide deep insights into how advisers are engaging with their clients, when and how they position their fees, their growth and marketing activity and more qualitative information on the growth and success they’re achieving. 

Chapter – Pricing Insurance Advice

Pricing insurance advice is a contentious and complicated subject. Previous editions of this research revealed a growing trend of advisers starting to charge fees for their insurance advice in what has traditionally been an area of advice funded by commission payments. With further downward pressure on commission amounts, it’s not surprising that we are seeing this trend continue. In order to gain a thorough understanding of how advisers are being paid for their advice on personal risk insurance, we made sure to drill down into how advisers are paid for their insurance advice, both when it’s included in their comprehensive advice and when provided separately on a standalone basis. We include figures for standalone ‘insurance only’ advice in this chapter, and the details on fees charged where insurance is included in a comprehensive financial plan can be found in the How Much? A Look at the Numbers Charged chapter.

Chapter – Challenges and Solutions

It’s official. Pricing advice is hard. Determining how to structure a pricing model and how much to charge is a complex thought process, and the application of a pricing model is made all the more difficult when the advice landscape and rule book seems to be constantly changing.

In this chapter, we share some of the most consistent challenges voiced by the research participants, and we felt it important to also reveal some solutions to the common challenges. We share these solutions as a result of both our knowledge gained from this research project and our 13+ years of coaching advice businesses.

Chapter – Productivity and Efficiency 

The costs and complexities in delivering financial advice have steadily increased over the years, and it’s never been more important to focus on gaining efficiencies in a business. As business coaches we are constantly asked about the key drivers to reduce the costs of advice, and increase productivity and profitability while enhancing the client experience. Questions such as; How many support staff ‘should’ each adviser have? How many appointments ‘should’ an adviser do each week? What does outsourcing really cost? Can you actually still make any money from delivering compliant advice? This chapter is designed to get you thinking about how you can achieve greater productivity and efficiency in your business. We looked at a number of productivity factors in this research, and have analysed the data in a number of ways to measure the impact of different variables.

Chapter – Business Models

Studying different elements of pricing models and fees charged is fascinating, and it’s also helpful to understand some complete business models in their entirety. This chapter reveals the complete pricing model and answer set from six distinctly different businesses, to provide the reader with a better understanding of how elements come together, and what’s possible in practise.

Additional Information
Pricing Research 5th Edition

Supplementary Chapter – Business Models, Supplementary Chapter – Challenges and Solutions, Supplementary Chapter – Client Case Studies, Supplementary Chapter – Pricing Insurance Advice, Supplementary Chapter – Productivity and Efficiency, Supplementary Chapter – How are advisers engaging with new and existing clients?

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