planning fee Archives - FP Advance

Displaying 7 Posts categorized under planning fee

Setting Your Fees, The Truth about Hard Work, and How to Beat Big Business: Our 3 Most Popular 2018 Articles

We’ve reached the end of 2018 and you definitely deserve a break after the hard work you’ve put into your business this year. Here at FP Advance we’ve hit on some major topics to inspire, challenge and support you in growing your business this year. These three really got people …

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Are You Outrageously Expensive or Too Cheap?

The price is right There’s a lot of discussion around what is the ‘right’ way to charge for Financial Planning services. I get it. We’re at another inflection point in the development of our profession, and it’s right to question everything, including how your business charges. You need to be …

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Pricing For Technical Jobs and Success Fees

This week we look at two other exceptions that come up from time to time in your work; the technical advice job (which is quite common), and the success fee (which you may never come across in your entire career, but if you do at least you’ll know what to do!). Technical advice jobs …

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Pricing For Young Wealth Accumulators

Who are young accumulation clients? The accumulators are in the phase before pre-retirement, typically aged in their 30s and 40s and with all the commitments that go with that: Mortgage Children Education costs Etc. I am going to narrow the field further, and suggest that the accumulators most firms are …

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Pricing For High Net Worth Clients

In the last few weeks we’ve looked at the basics of getting your pricing right by charging in three places for the planning, implementation and ongoing advice/service. Whilst this covers most of the clients you work with, there are some variations and exceptions that seem to cause advisers all sorts of mental anguish. Over …

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