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 …
Displaying 13 Posts categorized under fees
Say It Loud
This week we’re looking at the fun part of the ongoing review service, The Icing On The Cake (also known as, telling the client what you have done for them lately). If you are managing £500,000 for a client and charging them 1% pa, that is a fee of £5,000. …
Do Not Fluff The Fee Discussion
Summertime Selling Skills Here we are at week 5 of my Summertime Selling Skills series, looking at the top 10 mistakes advisers make at the first meeting. So far we’ve dumped the talk and the fact finder, we’ve reined in our vampiric tendencies and practised our carrot-dangling. Now we’re going …