Commercials Part 1: What and How to Charge for Your Financial Planning Service

Neil Parker, CEO
Joslin Rhodes Lifestyle Financial Planning

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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 your service including the potential different roles that come into play – Life Planner, Financial Planner and Financial Adviser – is important to getting your clients engaged.
  • How to price your service and get your clients’ buy in. When to charge, what to charge and how to charge.
  • Understanding how specialising can increase your fees, turnover and profitability.


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