by Sue Viskovic | Apr 9, 2015 | All Posts, Articles
Our third edition of the Adviser Pricing Models Research Report is now available. This in-depth study of 275 advice businesses reveals all the questions you ever had about how other advisers charge for their advice. We reveal some highlights here in this infographic:...
by Sue Viskovic | Jan 29, 2014 | All Posts, Fees & Commissions
In this excerpt from my book Pricing Advice, published in Professional Planner, I share some insights into how to present fees to your clients and gain confidence in charging explicit fees for your services. You can read the article here: The problem with costing your...
by Angela Barclay | Jun 11, 2013 | All Posts, Client Service, Fees & Commissions
When an advice business ceases to receive trail commissions it does not mean that they must stop receiving recurring income, and start relying on constantly winning new clients on a transactional basis. One of the most valuable components of advice businesses is the...
by Sue Viskovic | Jun 6, 2013 | All Posts, Business Management, Fees & Commissions, Sales & Marketing
We are often asked by advisers to take a look at their pricing model and let them know if they “have it right”. This begs the question, “is there such a thing as the right pricing model?” The answer is “yes”, although what is the “right” model will vary for every...
