Last week we got into the specifics of charging and had a more detailed look at charging an initial planning or strategy fee. This week I want to look more closely at the implementation fees, and next week we’ll tackle the ongoing review fees. Implementation fee How much should you …
Displaying 447 Posts categorized under Forward Thinking
How Much Should I Charge?
Last week I promised I would cover “How much should I charge?” in detail. In this week’s blog I keep that promise. Here we go! In last week’s newsletter I showed you how to keep things simple by charging in three places. Let’s take a look at the first place you will charge: …
The Value For Clients
Moving on from last week’s tricky issue of pricing your services, this week I look at the value for clients and share a simple formula for charging. Last week I looked at how clients think about you, your services and your value. I also covered the importance of diagnosing their …
Pricing Your Service
Welcome back from the Christmas and New Year break. I hope you are feeling refreshed and ready to go! Our first series for 2014 is on the tricky issue of pricing your services. Almost every business I know struggles with this to some extent. It seems the more intangible the …
Tales From The IFP 3: What Is The Future Of Financial Planning?
More Tales From The IFP The last in the Tales From The IFP Conference series. At the IFP Conference, back in October, I did a series of short interviews with some great advisers who were circulating over the three days. One of the questions I asked them was: What Is The Future …