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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. Read more
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 more
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 more
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 more
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 more
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 more
Building a world class wealth management business
Covers best practice advisory, approaches to wealth management, and key business building activities for growth. Read more
Value propositions: - lead adviser, personal CFO or virtual family office?
Covers value propositions, pricing and engagement. Read more
F4S - The Next Steps
Covers practicalities and deliverables, value, positioning, payment and other issues. Read more
Sustainable business planning for fee-only practices
Covers business model, competitive advantage, positioning and 4Ps of an advisory practice. Read more