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This website provides a host of resources to assist financial Whether you're seeking some help to refine your existing pricing model, or whether you're being forced to transform your business as commissions are phased out of the profession, your pricing model will be one of the largest keys to the success of your business in the coming decade. No two financial planning businesses are the same, which is why you need your own pricing structure. The Pricing Advice Program will help you create the unique billing model to suit your clients and your business. The Program is accredited by the FPA for CPD points. Depending on which option you choose you can earn between 10.5 and 27.5 structured CPD points for participation. It’s not just about transitioning to fees. It’s about doing it well and achieving the goals you want for your business. |
View the Pricing Advice Program Introduction video:
“This program was well worth our time and money...the results so far are too numerous to detail, but three highlights are a $450 per annum client signing onto a $9,000 per annum package, a $990 pa client signing onto a $4,200 package, and a $3,000 client signing onto an $8,000 package. So far we have lost two clients, total annual income just under $2,000.”
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“Sue Viskovic’s book on Pricing Advice is a triumph and a must read for every financial adviser. I highly recommend Sue to any financial planning firm looking to get the pricing of their value right.”
David Penglase,
Director, SalesCoachCentral.com
“Elixir has a clear and methodical method for determining the appropriate level of fees to charge our clients ....”
Neil Hancy
B.Bus, CFP, Financial Planner, Abbott Financial Planning
“Really liked the software in terms of its relevance, prompts and ease of use.”
“Great program, well-paced, excellent facilitation. Contact was detailed, challenging and relevant. Great tools to take away and implement immediately.”
“It’s good to have follow-up support post attending the workshop. Too often good ideas are lost/not acted on after attending a seminar.”
“Fantastic program. Thought-provoking, we thought we had our service models and fee structures in order but discovered they actually weren’t!”
“Enlightening – this will assist us to be much better prepared for future change, and our profitability will increase through the skills gained.”