Services You Can Provide Under the Fee-for-Service Model

You’re thinking about introducing fee-for-service financial planning to clients, but you’re not exactly sure which services to start offering, or what services clients are actively seeking from financial planners, whether that’s navigating career changes, saving for their child’s college education, paying off their mortgage, or finally embarking on that dream vacation. 

Bill covers a variety of different engagements you can offer your clients and how you can set them up systematically to engage these clients through a fee-for-service model. 

WORKSHEET + HOMEWORK:

• Mapping Out Your Top 3 Fee-For-Service Engagements - Download Now
• Sample Annual Calendar - Download Now

RECORDING: Click the play button below to access your on-demand video. Enter the email address you used to sign up for the course to unlock the recording.

How to Price Fee-for-Service Offerings

Do your clients recognize the value of your financial planning services? It’s very possible they don't! If you bundle financial planning with the sale of a product or offer planning under an all-inclusive AUM model, clients don’t know how much they pay for financial planning and you're giving away your advice for little or no cost.

Bill will walk you through the proven process of establishing pricing, how often to charge your clients, and why retainers and subscriptions for ongoing work are far superior to one-off projects.

WORKSHEET + HOMEWORK:

• How to Price Your Fee-for-Service Financial Planning  - Download Now

RECORDING: Click the play button below to access your on-demand video. Enter the email address you used to sign up for the course to unlock the recording.

Identifying, Engaging, and Promoting Fee-for-Service to Your Ideal Client

While younger generations have become the face of fee-for-service clients, they aren’t the only folks who can benefit from this unique model. Advisors are having great success in working with various clients of all ages, financial situations, and backgrounds. So, who really is a fee-for-service client?

Bill dives into the importance of communication and provides you with the right process to identify and serve current or prospective clients with fee-for-service! 

WORKSHEET + HOMEWORK: 

• How to Identify and Target Your Ideal Client - Download Now

RECORDING: Click the play button below to access your on-demand video. Enter the email address you used to sign up for the course to unlock the recording.

How to Configure Your AdvicePay Account

AdvicePay has a lot of features and customizations available within your account, so many are left wondering, "Where do I even begin." We're here to help you get set up in the quickest, smartest way possible.

Bill and Customer Success Manager, Lana Dalton, will go through the steps of activating your AdvicePay account so you can begin charging clients in 2023. This will include an overview of best practices and tips that our top users implement. 

WORKSHEET + HOMEWORK: 

• AdvicePay Fee Calculator - Download Now

RECORDING: Click the play button below to access your on-demand video. Enter the email address you used to sign up for the course to unlock the recording.

Ask-Me-Anything (AMA) with Bill Winterberg, CFP®

Tapping into a new generation of financial advisor clients is an ideal way to scale your business, so you're already ahead of the curve! Now that we've laid the groundwork for you to get started, we will open it up for a special session with Bill.

Bill will field all your outstanding questions when it comes to how you can manage fee-for-service in your advisor practice and the tried-and-true ways advisors have scaled with a webinar session dedicated to LIVE Q&A.

RECORDING: Click the play button below to access your on-demand video. Enter the email address you used to sign up for the course to unlock the recording.