Completing the Pricing Advice program gave me the tools and confidence to transform my business from a commission-driven, minimal service model to a full Fee for Service practice providing targeted, appropriate and relevant advice. Our clients understand that the fees they pay us relate to the advice we deliver, rather than the performance of their investments; they recognise the value of the outcomes we deliver to their personal financial situation; and we have certainty regarding the revenue we receive.
As a principal, I am confident about the current profitability and future revenue growth of my business. Sue and her team delivered a well crafted, insightful and relevant program that was practical, sensible, easy to understand and apply to the business.