08 8177 2115
PO Box 2016
South Plympton
SA
, 5038
http://www.clwhelan.com.au/index.htm
Category : Consulting
The financial planning sector is moving away from commissions and towards a fee-for-service model of charging clients for investment advice. Although the change is gradual, it is being led by some large financial planning groups.
Clients are changing their perception about commissions and demanding more transparency. They want a clear connection between fees charged and service provided. For this reason more financial planners are moving towards a fee-for-service approach.
Your financial planning practice may have already commenced the move towards a fee-for-service pricing model or is considering the move. Our fee-for-service manual will assist in making the transition a lot easier and smoother.
Fee For Service Manual
Your financial planning practice may have already commenced the move towards a fee-for-service pricing model or is considering the move. Our fee-for-service manual will assist in making the transition a lot easier and smoother.Specifically you will receive a detailed hardcopy manual with case studies and exercises, CD, Pricing and monitoring templates and 60 days telephone support MORE INFORMATION CLICK HERE
Consulting
If you have concerns about the accuracy of your costing and pricing methods, Chris Whelan is the person to talk to for practical advice. Chris Whelan is a chartered accountant and the principal of CL Whelan and Associates. He is a leading authority on costing and pricing and consults to Financial Planning Practices as well as presenting workshops in this important area.
FREE SUMMARY
To request a free 16 page Summary booklet CLICK HERE
© Copyright 2010 Planner Lounge. All rights reserved.
Home Supplier DirectoryEventsAbout UsContact UsAdvertise