top of page
2020 group 2 header.png

Stuck?

 

If you have any difficulty then fill in the form below to contact, the FP Advance support team and someone will be in touch with you pronto.

Your details were sent successfully!

Welcome to the 2020 Group 2
Day Three

 

Below you can access your documents from every session, just click on the documents to view or download them

 

 

Presentations

Brett’s Presentation for Day 3

Creating Your Ideal Proposition

Pricing Your Service Perfectly

Documents & Worksheets

 

Agenda

Customisable Service Packages

How To Conduct a Top 5 Issues Analysis

Internal Service Standard

Pricing Your Service Perfectly

Service Package Worksheet

The Top 5 Issues For Various Client Segments

The Top 5 Client Issues Interactive Worksheet

Recommended Reading 

 

Priceless

by William Poundstone

BUY HERE

A Matter Of Perspective

by Angie Herbers

DOWNLOAD FREE HERE

 

Pay It Forward: Gauging the Future of Financial Advisory Fees
by Brian O’Conell

READ IT HERE

 

 

How To Profitably Price Fee-For-Service Financial Planning
by Alan Moore

READ IT HERE

Video & Audio

 

Part 1 - Focus on these things

Screenshot-2019-05-13-at-14.39.21-593x60
Screenshot-2019-05-13-at-14.43.37-594x60

Part 2 - Creating Your Ideal Client Proposition

Part 3 - Pricing Your Service Perfectly

Part 4 - Pricing Your Service Perfectly (Cont.)

bottom of page