Catherine MellorJan 26, 2021 9:31:32 AM< 1 min read

Brett Davidson Pricing Strategy Webinar

We are often asked for guidance on how to best structure ongoing advice services and charges. We understand it can be challenging to design your services and charges in a way that meets client and regulatory requirements, works for you operationally, and is profitable. Our support is designed to help in all these areas.

One of the biggest debates in our profession at the moment is how to price your advice services. We recently asked financial advice business consultant Brett Davidson (FP Advance) to deliver three webinars to our membership, covering everything from pricing consideration to implementation.

Part 1 - 'Pricing In Context'

Part 2 - 'Matching Price To Value'

Part 2 - 'The Perfect Pricing Strategy'

Catherine Mellor

Catherine’s extensive financial services experience includes management and oversight of adviser propositions, compliance, project and operations teams. At Sense, Catherine’s primary area of focus is managing Sense’s Development Programme - a variety of events, webinars and online content provided to help advisers and business owners refresh and develop their professional knowledge, skills and competencies. Catherine also sits on Sense’s Investment Committee and helps advice firms design, review and articulate their investment propositions.