Why You Should Attend
More than ever before your clients are seeking greater financial certainty in their lives. Additionally, the fundamental methods of proposing, engaging and pricing your advice are changing due to legislation.
As a result, massive opportunities exist for financial planning businesses that provide a true fee for advice approach based on the value clients receive from the advice.
Jim Stackpool and Bill Bachrach, CSP join forces to host this workshop with latest content on Jim’s What Price Advice® pricing breakthroughs and Bill’s Introduction to Values-Based Financial Planning™
Key take-aways from this session are:
· Creating a compelling vision for your ideal life and ideal business to support it
· Developing a Client Value Proposition that builds high-trust client relationships and inspires clients to pay you for your advice, independent of products or assets under management
· Understanding the Values-Based Financial Planning business model and how it benefits your clients and your business
· Developing a pricing model for your business independent of commissions or hourly rates
A number of your Australian peers will also share their insights in implementing these techniques – the positive impact it has had and the challenges and obstacles they overcame to take their businesses to higher levels of success.
What If You Attended Last Year?
This workshop will be valuable to everyone, including those who attended last year. The sessions will cover a mix of new content and a refresher of some of the client engagement and pricing techniques discussed last year. We believe so strongly in the value of the content that will be covered, we are offering a money-back guarantee to any attendees from last year who register to attend this year. If you do not feel you have learned something new, we will refund your registration fee.
Registration
To take advantage of this unprecedented opportunity, register now by clicking on the 'New Registration' button on the Registration page.
For further information please call Brett Kennedy on (02) 9955 6222
