Practice Development Congress – Event Blog
Insights from successful fee-only advisory practices
Panel discussion provides insights and practical tools for developing sustainable practice development programmes that support advisers & businesses Read on...
Building a transition plan and setting a minimum
These papers published by Legg Mason as part of The Adviser Partnership Programnme (TAPP) outline the process of transitioning to a fee-based business including a worksheet to set a minimum asset level and transitioning timeline.
PDF file (Adobe Acrobat is required).
Podcast interview: Jim Stackpool on pricing advice
Jim Stackpool, Managing Director of Strategic Consulting and Training, speaks on advice pricing on the sidelines of Practice Development Congress in March 2010 in Melbourne. He is interviewed by John Wilkinson on behalf of Dealers' Group. Read on...
Podcast interview: US experience of transitioning to fee-only advice
Bill Baldwin, the current Chair of NAPFA in the US, the body that represents fee-for-service advisers and who also runs his own practice - Pillar Financial Advisers out of Boston discusses fee-only advice market in US. Read on...
Podcast interview: Sustainable fee-only advice firm
Neil Kendall of Tupicoffs discusses change management, best practices and issues in transitioning to a fee-only advice practice. He is interviewed by John Wilkinson on behalf of Dealers' Group on the sidelines of Practice Development Congress. Read on...
Pricing advice on value
Based on his book - What Price Advice, Jim Stackpool covered covered 5 pricing frameworks, 5 core pricing principles, 3 premium pricing principles, 6 quoting principles, and 2 breakthrough principles. Read on...
Insights from a leading Australian fee-only advice firm
Neil Kendall of Tupicoffs on his firm's story of building a sustainable fee-only advice - lessons in pricing, value proposition, Read on...
Building a world class wealth management business
Covers best practice advisory, approaches to wealth management, and key business building activities for growth. Read on...
Value propositions: - lead adviser, personal CFO or virtual family office?
Covers value propositions, pricing and engagement. Read on...
F4S - The Next Steps
Covers practicalities and deliverables, value, positioning, payment and other issues. Read on...
Sustainable business planning for fee-only practices
Covers business model, competitive advantage, positioning and 4Ps of an advisory practice. Read on...
Focusing on the future - building a high performance culture in your firm
Stephen Smith helped participants identify their own DiSC personality profile, how to analyse it and work with people having other profiles, team building and a module on stress management Read on...
Fee-only advice revolution
Highlights the practices and techniques employed by the most successful and profitable fee-only practices throughout the NAPFA network, and examine specific issues in service delivery and pricing. Read on...
Benchmarking against the industry best
Results from over 2000 advisory firms who have undergone "HealthCheck" over the past two years would be shared to provide insights about practice operations. Read on...
Creating a business development culture across your practice
Covers designing practical business development programmes that works, implementing a business development model that supports your growth plans, and establishing clear roles and accountability for business development. Read on...
Emotional intelligence: - A close up look at money and emotions
Covers how to apply emotional intelligence in client relationships, review and refine skills to engage clients through their emotions. Read on...
Having great rapport with clients
This session takes you through practical applications of your approach to meeting, greeting, positioning and becoming client focussed early in business meetings. Read on...
Leadership for enterprising fee-only practices
This session will address some practical strategies and tactics for defining leadership and methods for appropriately applying human capital planning. Read on...