Next Session Commencing Friday May 25th 2012
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The Cultivating Advice Workshop Program by Strategic Consulting and Training (SCAT) is designed to help your advice firm to thrive in the inevitable commission-free, opt-in/opt-out, fiduciary-based advice marketplace. They will help you put a price on your valuable financial advice and grow your firm by obtaining the ideal advice clients. The Cultivating Advice Workshops were introduced by SCAT in 2004 and since then we have skilled up over 250 advisory firms and each implementation has been unique. Our goal is simple – Create a new advice profession by helping firms like yours, to become one of the most valuable advice firms in the market.
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Vital performance information at a glance - recommendations to drive your business strategyDashboard Members please click on the following link to access Dashboard Online
Dashboard Online
PRICING ADVICE IN A COMMISSION FREE WORLD
To maximise success in the new world, advisers are searching for real alternatives to commission based fees and hourly rates.
Jim Stackpool's What Price Advice offers a unique combination of pricing theory, models and practical examples designed to assist advisers in developing new pricing paradigms for their firms.
It's a must read for anyone who is serious about offering their clients quality advice priced independently of product or hours worked.
DOWNLOAD WHAT PRICE ADVICE ORDER FORM HERE
DOWNLOAD THE WHAT PRICE ADVICE JOB MODELLING APPLICATION HERE