Value
Commercials Part 2: Pitching Your Financial Planning Service and Fees and Overcoming Objections
Neil explains how to best pitch your Financial Planning service successfully to your clients at your initial consultation. This includes how to package and present your service and how to recognise the different barriers to engagement and overcome them. Learning Objectives Explaining your service and its structure. Pitching your service packages and fees. Navigating obstacles
Power Talks To Practitioners About Fees & Charging
Flat fees, subscription fees, percentages of assets under management… “It doesn’t matter what you charge… just charge something.” Neil clearly defines three parts to the Lifestyle Financial Planning service Joslin Rhodes provides: Life Coaching, Financial Planning and Financial Advice. He says it’s important to remember that each has a value, and each should have a
The Move to a Full Financial Planning World
For many reasons my recent move from an investment focused role to a full financial planning one was quite simply the biggest decision of my career. I wanted to add more value to clients’ lives rather than just measuring financial returns.
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Commercials Part 1: What and How to Charge for Your Financial Planning Service
Neil helps you work out what and how to charge for your Financial Planning service and describes the mechanics involved in setting your fees. It is often a sticking point for Financial Advisers but Neil shows how structuring your service offering is key to getting your clients engaged. Learning Objectives Why defining the structure of
Our Experience Moving to a Fixed Fee Structure
Tom’s 36 year old firm moved to a fixed fee structure a couple of years ago. “I’m not a fixed fee evangelist,” says Tom. “This just felt like the right thing for us, and the right thing for our clients. We’ve still got work to do, we are still transitioning clients over, but the firm is really pleased we made the switch.”
Demonstrating Your Value To Clients
The number one cause of Financial Adviser angst is not being able to understand your value in order to communicate it to clients. Scared of the FCA challenging your fees? It’s about your value. Worried that new clients are not engaging with you? It’s about your value. Think you need to be cheaper to be
The Business of Financial Planning
By: Blair Anderson
Regional Director, Dimensional Global Client Group
The information on this page is for professional use only. Drawing on the results of Dimensional’s Global Adviser Benchmarks Study, Blair provides insights into the running of a Financial Planning firm both from the perspective of those transitioning to providing a full Financial Planning service and those currently providing one. Blair’s insights will cover profitability,
The Value Financial Planning Creates for Clients
“I’ve never seen a topic generate quite as much debate, particularly on social media, as fees can do,” says Alasdair Walker. “What matters is you have a fee structure you are comfortable with, confident in explaining and able to show the value you give.”
