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Running your financial planning business more profitably

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Learning: Structured

Tutors:

  • Paul Young, Head of Business Consultancy, Quilter Financial Planning
  • Sarah Elmey, Business Consultant, Quilter Financial Planning
  • Mike Simpson, Business Consultant, Quilter Financial Planning

Learning outcomes:

  1. The importance of establishing the link between fees and value
  2. How to meet the service delivery challenge
  3. How to build out and remunerate the adviser team

Guide to client facing fee calculator

The client facing fee calculator with a discount

The client facing fee calculator without a discount

The client facing fee calculator on a client by client basis