This tutorial explains how to quote the fee based on the value the client is seeking from the advice relationship
Topic Category: Terms of Engagement
How to build the most discussed element of the Terms of Engagement, the Fee section
Tutorial explaining how to build the Approach section of the Terms of Engagement
Building the "Why" section- Why you are working together with the client and what is the "value" they are seeking from you.
Objective and key principles associated with our key engagement document- The Terms of Engagement