Bright Talk Archives - Page 2 of 4 - FP Advance

Displaying 18 Posts categorized under Bright Talk

Client Communication: Tips From The Pros

  BoulterBowen WealthCare is one of the UK’s leading Financial Planning firms. Simon Boulter and Mo Bowen have happily shared with me some of their fantastic client communication tips. I think these typify the lengths to which great firms go to maintain simple, high quality communications. Client Communication: The Cards In …

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Pricing Products vs Pricing Services

Service based pricing Unlike businesses that manufacture physical products, service based businesses have no ability to build up stock, and this can have an impact on their pricing strategies. For example, a company that manufactures cups can produce them and then store them if there’s not a ready market to …

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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 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 …

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