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

By: Neil Parker
CEO
Joslin Rhodes
Neil Parker, CEO
Joslin Rhodes Lifestyle Financial Planning

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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