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'