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:
- The importance of establishing the link between fees and value
- How to meet the service delivery challenge
- 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
