Get financial adviser coach blog updates via email.
Enter your email address to follow this blog and receive notifications of new posts by email.
Other useful resources
Most Advisers Are Frogs Being Boiled Alive When It Comes To Fees
by Tony Vidler Most financial advisers acknowledge that things are likely to change when it comes to fees, initial commissions, renewals or AUM fees and so forth in coming years. Yet they behave like the frog being boiled. The boiling frog story is a common metaphor used to describe the inability or unwillingness of […]
by Tony Vidler Planning is often HUGE to a client, and that is itself a barrier to engagement. Unbundling the planning process can create higher numbers of prospects and clients engaging with you, and lead to higher plan fees. That’s a surefire recipe for greater revenue levels for a practice. When we try […]
Scope Creep: The Number 1 Problem In Fixed Fee Advice
by Tony Vidler “Scope Creep” is the killer for the Holy Grail of professional services business models. That ideal model which so many aspire to is having clients who agree to ongoing fixed fees, and the practice income rolls in month after month. Fixed fee advice being delivered on an ongoing basis is a […]
by Tony Vidler It has been proven repeatedly that providing a guarantee in your fees for prospective clients certainly helps them decide to engage – and it is not a difficult thing to do. Financial advice fees can seem to be enormously expensive to many prospective clients, and that becomes even scarier when […]