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 …
Displaying 48 Posts categorized under Financial Advisers
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 2: Business Breakthroughs Part 2
More Tales From The IFP Following on from last week’s blog. What Has Been The Biggest Business Breakthrough In Your Career? Part 2 5. “Joining the IFP” Rebecca Taylor of Dunham Financial Services Ltd, and the current IFP President, said that joining the IFP helped her learn the skills necessary …
Tales From The IFP 2: Business Breakthroughs Part 1
More Tales From The IFP 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 has been the biggest business breakthrough in your career? This is …
Supercharge The Review Meeting
Welcome to the last in the series covering The Review Meeting. We’ve discussed the importance of keeping your clients in lifetime relationships, high value versus low value businesses, the cake (and the icing), the importance of delivering lifestyle outcomes and saying your fee loud and proud. However, there is one last challenge to address. How to supercharge …