Hangout With Brett Davison: Pricing Your Value As A Financial Planner


Earlier this week, I connected with Bret Davison of FP Advance for the latest edition of AdviserHangout (see announcement below). Brett talked extensively about how advisers can demonstrate the value add to clients.  ‘If an adviser show me how I can maintain my lifestyle without running out of money, I swear to you, I’ll pay you whatever you want’ he says.

He also talked about the different charging structures, the mistakes that advisers make when it comes to charging and how to avoid these.



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Set your reminders for 12:00pm on Tuesday, 30th of April for our next AdviserHangout session.

brett-davisonMy guest this time is Brett Davison of FPAdvance. In this session, I’ll be taking to Brett about how to get pricing strategy right.

How advisers discuss value and price with clients is one of the most important factors that determine success in the post RDR world. A recent study suggest that advisers are their own worse enemies when it comes to pricing and the most common ways they sabotage their own pricing strategy includes offering discounts, even in the absence of client requests and varying fee arrangements with different clients. So how can advisers overcome this problem? What are the key consideration for advisers when think about their pricing strategy?

I will also be asking Brett about the different pricing  models he’s come across in his work with advisory firms. Which ones he considers most profitable and sustainable? What’s working and what’s not?

In a low growth environment, clients are bound to question the value of paying 3% initial fee + 1%pa, is it possible justify this level of fees on a sustainable basis and how?


So join me and Brett Davison as we slice and dice this very important topic.



How To Join The Hangout

Connect with me on  my Google+ profile or watch via  AdviserHangout YouTube Channel or just follow me on Twitter @AbrahamOnMoney for the link to watch the On Air broadcast.



AdviserHangout is a live session on G+Hangout where I talk to thought leaders in the industry on a range of  hot topics and issues that are relevant to advisers.  You can  see videos of previous sessions here







Abraham Okusanya
Abraham is the founder of FinalytiQ, a research consultancy for platforms, asset managers, and advisory firms. Recognised as one of the country’s leading experts in retirement income, platforms and investment propositions, Abraham has authored several papers on these subjects and delivered talks to the Personal Finance Society, The FCA and several conferences across the country.

He holds a Master’s degree from Coventry University and an alphabet soup of qualifications, including the Investment Management Certificate, Chartered Financial Planner, CFP and Chartered Wealth Manager designations. He was one of 5 finalists for the Professional Advisers Personality of Year Award 2015 but the award went to a more deserving winner, obviously!

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