Are you meeting prospects and clients but struggling to consistently close deals or finding the process too slow?
We know why.
Discover how to price your financial planning offer so you can:
- Confidently set your financial planning charge based on quantitative & qualitative factors
- Discover practical pricing strategies used by industry-leading financial advisors
- Learn how to charge the same amount in year 2
- Improve your ability to communicate the value of your services effectively, leading to increased conversions
- Simplify your pricing strategy so that you can quote in the first meeting
- Stop undercharging & earn more.
That’s why we’re hosting the LIVE
Pricing Workshop:
Your Secret Weapon To Closing More Business, Faster.
Join Us
Monday, November 18th at 9am Pacific / 12pm Eastern
What’s included:
- 75-minute live session over Zoom with top financial planners (REPLAY TO FOLLOW)
- Common pricing mistakes & how to avoid them
- Quantitative & qualitative decision filters to use when pricing your planning offer
- Language to quote in the first meeting
BONUSES:
- Recurring Revenue Planner
- CHECKLIST: Qualitative Decision Filters
First and foremost, we are advisors like you. Ten years ago we added annual financial planning fees to our recurring revenue model and have not looked back.
We moved in this direction to regain our sanity, to bring predictability to our revenue, to stop working 24/7 & to bring clarity to unclear client expectations. And the wildest thing happened … It Worked!
Since then we have collected over $2,000,000 in planning fees and delivered nearly 500 financial plans!
Today, planning fees account for 20% of our annual revenue with product sales accounting for the remaining 80%. (We do not take an all or nothing approach!)
Best of all we gained back 50% of our time! So today, in addition to running our practice, our greatest fulfillment comes from helping other advisors duplicate and often exceed our success, hopefully saving them at least a few years of the stress, anxiety & headaches that we endured before cracking the code.
We have now made it our mission to provide Financial Advisors REAL strategies and SIMPLE hacks that work (NOT THEORIES) that are easy to implement, & will deliver you RESULTS!
To get a feel for the techniques we share with our clients, download our Private Podcast episode, Preventing Election Panic.