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The Pros and Cons of a Fixed-Fee Advice Business

April 8, 2015 by Anne Bachrach Leave a Comment

Bill Bachrach
Bill Bachrach

The Pros and Cons of a Fixed-Fee Advice Business
This Webinar is Presented by Bill Bachrach
Time & Date: April 22nd, 2015 at 11:00am PDT / 2:00pm EDT
 
Register by going to: https://attendee.gotowebinar.com/register/4209051822442109442
 
What would it be like to have a business that is not tied to market fluctuations?
 
Would you prefer to have client relationships where the focus is on goal achievement rather than investment performance?
 
Does the idea of being paid directly for your advice rather than a % of AUM or commissions on transactions appeal to you?
 
Some of the most successful FAs in the world are converting to a fixed fee for advice business model and in this high-content what-to-do and how-to-do-it webinar you will discover how they do it.
 
You will learn the answers to the following questions and more:
 

  • What is the client value proposition that warrants a fixed fee for advice?
  • How do you set your fee? ($20,000 – $50,000 per year, per client is viable.)
  • What are the benefits to you of being paid a fixed fee for your advice vs. a % of AUM?
  • What are the benefits for the client?
  • How do you articulate this value prop and pricing system to your existing clients and prospects?
  • What are the risks of NOT switching to a fixed advice fee?
  • What are the challenges of switching to a fixed advice fee?
  • How does the Fixed-Fee Advice Business align with the coming Fiduciary Standard financial services industry?
  • How can you use a fixed-fee for advice approach to “steal” the best clients from other successful FAs?

 
Please Note: The content of this webinar is best suited for FAs who are currently generating $500,000 of business revenue and up.
 
Register today by going to: https://attendee.gotowebinar.com/register/4209051822442109442

Filed Under: Blog Post, Business Success Principle, High Pay-off Activities, Referrals, Webinar Tagged With: Bill Bachrach, Financial Advisors, Resources for Financial Advisors

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Testimonials

I’ve sometimes thought of myself as not coachable – fits & starts on progress – but when I looked at where I’ve come, I can tell it works. This year, I’ve experienced over 50% growth – and with that growth came some confidence… confidence to finally go after what I know I should have done – we’ve added a flat-fee-only option to our offerings, and that’s ALL I’ll be targeting for 2014 and beyond. With that under our belts, I can foresee another 50% growth year for each of the next 2 years!

Louis Leyes, Trusted Wealth Advisors, LLP

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