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Wayne Leggett,
Co-Principal
Paramount Wealth Management
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- Pricing Advice Book
Product Description
Read about the process you will need to undertake to create the right fee model for your financial planning business. Order now for your book to be mailed to you within 5 working days.
If you would like more than 1 copy of the Book, please click here and send us your contact details, delivery address and the number of copies required. This will ensure we provide you with the best postage and handling rate. We will respond directly.
Product Reviews
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A triumph and a must read
Posted by David Penglase, Director, SalesCoachCentral.com on 6th Nov 2010
Sue Viskovic’s book on Pricing Advice is a triumph and a must read for every financial adviser. I highly recommend Sue to any financial planning firm looking to get the pricing of their value right.
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I loved your book!!!!
Posted by Shane Hayes, Business Partnership Manager, AMP Qld. on 19th Oct 2010
I read it twice and couldn't put it down on both occassions.
Your book was informative and easy to read - the insights you provide as part of your research were extremely useful and I really liked the quotes from existing Practices re their own experiences with various stages of their fee-based pricing journey. I think you have done a wonderful job and I thank you for writing the book.
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A thoroughly enjoyable read
Posted by Peter Kende, Financial Partners Ltd, Hong Kong on 11th Aug 2010
This book is particularly helpful for a refocus on our company’s client value proposition (CVP). We have discussed it so often at board level and for media consumption but interestingly enough we may not have constantly “culturalised” it with all advisers on a regular basis, commencing with the induction programme which runs for 12 weeks.
Our company was established in Hong Kong in late 1988. The passion lies in our mission of an “International client driven financial planning and wealth management consultancy” when we turned the focus to our clients in 2001 and cemented best of breed partnerships with what we call tier one and tier two providers.
As the book highlights, the engagement and ongoing fee discussions will require “training in” for the advisers with some practice and some mistakes during the journey through the transition to fee charging.
A thoroughly enjoyable read in its simplicity and an important example of the KISS principle to ensure the message is relayed to the industry.
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Couldn't put it down
Posted by Annette McGrath on 2nd Jun 2010
I have been in the Financial Services industry for a number of years in Senior Positions and for the last ten years in Financial Planning. I have been researching Fee For Service, Client Value Propositions and best practice for some time now and was still struggling with a best practice process to implement this into my business.
I purchased Sue’s book and could not wait to read it. I could not put it down as it provided me with the answers to questions I had been searching for without result for some time now.
As a planner we receive so much information at a “big picture” level however there is very little about the “doing”. I am pleased I bought two of these publications and I am now waiting on all of my colleagues to read the material and so far I am getting the same feedback from those that have.
I can only suggest that you spend the time to invest in what is the future in Financial Planning and align yourself with an industry expert such as Sue.