How should I price my advice services?BY COUNT FINANCIAL | VOLUME 10, ISSUE 2For accountants who add financial advice to their offering, working out the best way to price their advice can be daunting. We spoke to Hayden Lewis from Cox Partners about his ... Get articles like this delivered to your email - Sign up for the free weekly newsletter  More Articles |
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Cover Story
Passing the baton
LIAM ROCHE
ADVICE ASSOCIATE
EUREKA WHITTAKER MACNAUGHT PTY LTD
ADVICE ASSOCIATE
EUREKA WHITTAKER MACNAUGHT PTY LTD
Liam Roche's experience in customer relationships and paraplanning has set him up for success as a financial adviser. Now undertaking the Professional Year, the advice associate at Eureka Whittaker Macnaught tells Karren Vergara how a new breed of advisers is flying the flag.
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Articulation of the service - value proposition - is the key to ensuring clients are comfortable with the fees.
The only way to do this well is to ensure that you understand what you are providing and how much it costs to provide the service.
Once 'cost to serve' is well calculated, dialling up and down according to the level of service required or provided, becomes more straightforward.