Pricing is the most important project you can undertake, adviser pricing guide will help.
It’s why in around 40% of my coaching engagements, one of the first projects we choose is to nail the fee model for once and for all.
I created this Adviser Pricing Guide to share what I’ve learnt from over a decade working with practices on pricing, so more advisers can benefit from the outcomes I’ve been able to help achieve.
It includes benchmarks around what other firms charge, the 7-step method to find the missing profit gap most business are giving away, and a matrix to work out your target fees in minutes.
Give me your details and I’ll sent it to you right away.
Designing & delivering five-star service.
For the past two decades, my focus has been working with hundreds of firms – from small single-planner practices to large corporatised multi-partner businesses, – and being engaged by Australia’s largest institutions to deliver workshops, keynote speeches, thought leadership, and direct consulting on a range of business-related topics.
However, it’s my focus on how technology and tech-thinking has the power to transform the business of advice that has driven the real journey over the past seven years.
It was the meeting of these two worlds that resulted in my founding of Audere Coaching & Consulting, authoring the book, Finnovation: The Complete Advisers’ Guide to Innovating Your Advice Model (or as it’s been called “The Manual For Advice Businesses Who Want To Do Things Differently”) and ultimately the founding of The Leveraged Advice Firm.
At current count, I’ve worked with over 500 firms in a direct coaching capacity in Australia. US, UK, Europe, Canada, Asia and South Africa, presented to thousands at conferences all over the world and created a collection of resources numbering over 500 tools and templates accompanied by over 300+ hours of on-demand training.
I also host a podcast, The Finnovator, have a small web design business WOW Websites building top notch websites for advisers, runs monthly live training for ambitious advice firms and write regularly for industry publications and educational providers.
I hope to get to know you personally when your’e ready.
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