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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

Part 2 - Creating Your Ideal Client Proposition

Part 3 - Pricing Your Service Perfectly

Part 4 - Pricing Your Service Perfectly (Cont.)