review service Archives - The Adviser Lounge

The Ongoing Advice Fee

February 12, 2014 Brett Davidson283 Views 2 Comments 1%, Adviser Charging, Annual Review Process, Brett Davidson, brett@fpadvance.com, charging a fee, fees, Financial, financial advice, financial adviser, Financial Advisers, financial planner, financial planning, flat fee, FP Advance, FPAdvance, good adviser, Good Advisers, hourly rate, implementation fee, not 0.5%, ongoing advice fee, ongoing client care, planning fee, pricing, profit, Review Meetings, review service, reviews, The ongoing review process, trusted adviser, value, value not time min read

How much should you charge for the ongoing advice fee? For conducting reviews, providing information and updating your advice whenever required.

How To Supercharge The Review Meeting.

November 21, 2013August 14, 2018 Brett Davidson221 Views 10 Comments advice, Adviser Charging, bill bachrach, blog, Brett Davidson, business, cashflow model, clients, communications, dan sullivan, financial adviser, Financial Adviser Review Process, financial planner, financial planning, FP Advance, george kinder, ongoing client care, power questions, review meeting, review service min read

Welcome to the last in the series covering The Review Meeting. We’ve discussed the importance of keeping your clients in lifetime

Say It Loud (& Proud)

November 15, 2013August 14, 2018 Brett Davidson218 Views 0 Comments advice, Adviser Charging, Brett Davidson, business, client expectations, communications, fees, financial adviser, Financial Adviser Review Process, financial planner, financial planning, FP Advance, ongoing client care, review service min read

This week we’re looking at the fun part of the ongoing review service, The Icing On The Cake (also known as, telling

The Importance of Delivering Outcomes

November 7, 2013August 13, 2018 Brett Davidson216 Views 0 Comments advice, Brett Davidson, cashflow, cashflow model, client expectations, communications, delivering outcomes, financial adviser, Financial Adviser Review Process, financial planner, financial planning, FP Advance, lifestyle outcomes, ongoing client care, review service min read

Last week (in Icing On The Cake) I wrote about showing the client everything is going to be alright. This is vital. However,

Business Opinion

Icing On The Cake

October 30, 2013August 13, 2018 Brett Davidson218 Views 0 Comments advice, Adviser Charging, Brett Davidson, business, client expectations, clients, communications, financial adviser, Financial Adviser Review Process, financial planner, financial planning, FP Advance, ongoing client care, ongoing review service, review service min read

If you can build a great ongoing review service you will be able to continue charging a premium price to

High vs Low. Where Do You Sit?

October 23, 2013August 13, 2018 Brett Davidson223 Views 0 Comments advice, Adviser Charging, Brett Davidson, business, client expectations, communications, financial adviser, Financial Adviser Review Process, financial planner, financial planning, FP Advance, high value, low value, ongoing client care, review service min read

In last week’s blog I looked at the threat to ongoing revenues and how this may polarise firms into high

Now That I’ve Found You, I’m Never Letting You Go!

October 17, 2013August 13, 2018 Brett Davidson209 Views 0 Comments advice, Brett Davidson, business, financial adviser, Financial Adviser Review Process, financial planner, financial planning, FP Advance, ongoing client care, review service min read

Autumn Series: The Review Service A new season brings a new topic. Over the coming weeks I will be focussing