Successfully Selling Fee-For-Service

Are you confident and ready to sell Fee-For-Service to your customers?

One of the main challenges facing financial planners in the lead up to the Future of Financial Advice reforms is the challenge of successfully communicating and selling the value of Fee-For-Service to customers both old and new.

What every financial planner should know is that, Fee-For-Service represents a major change on how you should approach your client engagement and sales process in terms of how and when to raise the matter of fees, as well as justifying the value of your fees and services to your clients.

In this half-day workshop you will have the opportunity to:

Understand the differences in communicating / engaging with your clients between commissions and fee-for-service.
Identify the key challenges you will face in engaging your clients with fee-for-service.
Prepare yourself, and your practice, to engage successfully with your clients with fee-for-service.

Who should attend:

Practice owners
Financial planners
Any front-office staff that are involved with client interaction

Workshop details:

Format:	1/2 day (4 hour) workshop
Class size:	10-12 participants per class
Location(s):	Sydney, Melbourne and Brisbane (CBD locations)
CPD Points:	TBA
Price:	$495 per person (incl. GST)

What will be covered:

Reasons behind the shift to Fee-For-Service for the financial planning industry
Implications of Fee-For-Service on client interaction and client engagement
Techniques on how to successfully position and communicate Fee-For-Service to your clients
Ways to redevelop your own client engagement process and incorporate Fee-For-Service smoothly and effectively into the discussion
The most common problems you will encounter during the sales process and how to deal with them