| Fee-for-Service
Manual for Financial Planning Practices
Tell me more about
the fee-for-service manual.
How will our
practice benefit from a fee-for-service manual?
Is
there an extract of the fee-for-service manual that
can be viewed?
How much will
a fee-for-service manual cost?
Do
you also provide a fee-for-service workshop?
Here are some helpful
links.
Please contact
us with any other questions
If you would like to purchase a fee-for-service
manual, please complete the following form:
Purchase
form
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Tell
me more about the fee-for-service manual
The fee-for-service manual was specifically
written by CL Whelan and Associates for financial planners
to provide practical advice on implementing a fee-for-service
model within their practice.
The manual has been accredited by
the Financial Planning Association of Australia. Participants
who read the manual and complete the exercises will
earn 4.0 CPD points.
Specifically you will receive:
- A detailed manual with case
studies and exercises
- Pricing and monitoring templates
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How
will our practice benefit from a fee-for-service manual?
The financial planning sector
is moving away from commissions and towards a fee-for-service
model of charging clients for investment advice. Although
the change is gradual, it is being led by some large
financial planning groups.
Clients are changing their
perception about commissions and demanding more transparency.
They want a clear connection between fees charged and
service provided. For this reason more financial planners
are moving towards a fee-for-service approach.
Your financial planning practice
may have already commenced the move towards a fee-for-service
pricing model or is considering the move. Our fee-for-service
manual will assist in making the transition a lot easier
and smoother.
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How
much will a fee-for-service manual cost?
The all inclusive price for
the fee-for-service manual and templates is $430 + GST
= $473.
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Do
you also provide a fee-for-service workshop?
Yes, we are able to provide
a fee-for-service workshop. If you can organise a group
of financial planners (from the same or different businesses)
it may be cost effective and a greater learning experience
to run a fee-for-service workshop.
Our workshop has been accredited
by the Financial Planning Association of Australia (FPA)
and each participant will gain 9.0 CPD points.
Participants who attend our
fee-for-service workshop will receive
- Expert instruction from
Chris Whelan who is a talented presenter and considered
a leading authority on fee-for-service
- Fee-for-service manual
- Pricing and monitoring templates
If you would like to discuss in more
detail holding a fee-for-service workshop, please contact
Chris Whelan.
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Here
are some helpful links.
Time
keeping and performance
management made easier
The Planner Lounge is an Australian site providing resources
for Financial Planners to build a better business
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