Podcast 002: Brett Davison on Pricing Your Value As A Financial Planner

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In this episode of the AdviserHangout Podcast, we look at one of the most important issues in the way advisers manage their business and in the way we work with clients – Fees.

First, we look at the latest research commissioned by the FCA to look at what clients think of how advisers disclose their fees and the documents used in doing this.

Then I speak to consultant Brett Davison of FP Advance on how to price your value as a financial planner.

Brett talked extensively about how advisers can demonstrate the value-add to clients.  ‘If an adviser shows 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.

Abraham Okusanya

Director

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.

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