A deeper understanding of the key steps in a proven process to determine your pricing model
Exploration of the critical factors that will lead to you getting your pricing model as right as it can be at any given time
Increased confidence to charge what you’re worth as a qualified and passionate adviser
Improve Client Experience
A wide range of ideas for how you can ‘tweak’ your onboarding process, to improve your client experience and maximise your opportunity to bring on new, profitable clients
1. Define the Clients You Want to Service and the Proposition You’re Selling.
All the decisions you're going to make for your pricing model will be determined by these two core foundations. This module will assist you to grasp the importance of understanding the clients you service/want and obtain a renewed vigour around articulating your value proposition
3. Crunching Your Numbers – Avoiding Common Pitfalls.
This session will help ensure you don’t fall into the trap of doing a flawed 'cost to serve' analysis or taking on someone else's cost base. You'll also understand the true context of why this is a key step in the process (and it's probably not what you think!)
This session looks at the logistics of implementation as well as managing your mindset. You’ll come to understand what you'll need in order to successfully implement your revised pricing model and if necessary, develop a project plan to execute
Sue is the bubbly business coach, author and keynote speaker who founded Elixir Consulting to help empower financial advisers to create better outcomes for themselves, their staff and their clients. Sue and her team of consultants do this by working with their clients in the areas of business analysis, planning and tracking – all in an online and DIY environment. Elixir consultants are expert strategists, confidantes and truth-sayers when it comes to evolving advice businesses, and are brilliant at keeping their clients accountable to their grand master plans when coaching them in a one-to-one engagement. 2018 sees the start of the Elixir group coaching clubs, coming to a town (and computer screen) near you.
Sue has seen the proven results her team’s independent advice brings to advisers and she is incredibly passionate about helping those advisers deliver better advice through better business practices. Her determination is infectious and if your advice business were a football game, Sue would be your loudest cheerleader.