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 …
Displaying 43 Posts categorized under Financial Planner
How To Increase Your Pricing (If You're Not Charging Enough)
How to increase your fees Increasing your fees is actually extremely easy. Once you are charging something (anything) for the work that you do, it’s only a matter of time until you gain confidence and start to understand your value added. Then you can start to increase your fees accordingly. Therefore, don’t …
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 …
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 …
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 …