Welcome to the 2020 Group
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
Customisable Service Packages
How To Conduct a Top 5 Issues Analysis
Pricing Your Service Perfectly
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
How To Profitably Price Fee-For-Service Financial Planning
by Alan Moore
Video & Audio
Session 1 - Creating Your Ideal Proposition
Session 2 - Pricing Your Service Perfectly (pt1)
Session 3 - Pricing Your Service Perfectly (pt2)
Stuck?
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