The Secrets to Implementing Successful On-Going Relationship Fees


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“The Secrets to Implementing Successful On-Going Relationship Fees”

Times are changing for advisers.

Dialing up an on-going fee or commission rate and hoping your clients will ‘stick’ is going to get harder.

Thanks to robe-advice and consolidation by the global financial giants there is a threat that clients may only pay advisers like they pay medical specialists where there is an up-front payment but no expectation of an on-going payment (unless further specialist advice is required).

How is your firm coping with this?

If these are questions you have about your own firm, this is the webinar for you.
I share what successful advisers are doing. How they are successfully changing their client conversations. How and where they start this change to Relationship Fees and what results you can expect both initially and longer term.

In addition to the purchased webinar, you will be provided with the following materials:

  • Webinar Presentation Handouts
  • Sample Advice Map
  • What Price Advice Generic Model
  • We Are Social – What Makes Great Brands.


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