Resources





 Pricing: Reflect Your Value White Paper - TD Ameritrade

 

Services & Segmentation Grid

What is it?

An exhaustive list of services that financial professionals provide to clients.

What should I do with it?

Determine the comprehensive list of services you provide to your clients.

Bottom-line figure:

You should be able to calculate your cost for providing each of these services to your clients.

 Services & Segmentation Grid

Top  


Pricing Calculator

What is it?

A tool for calculating pricing for the services you provide.

What should I do with it?

Use it to determine your Investment Management Pricing (the top section) and for calculating your Wealth Management Pricing (bottom section).

Bottom-line figure:

Your annual fee amount for the combined services.

 Pricing Calculator


Top  

The Value of Advice

What is it?

A sample document that lists services that financial professionals offer to clients. It is segmented within a service model that reflects different pricing for different services.

What should I do with it?

Create and segment the different services you offer to your clients within the 3 different “departments” within your practice.

The end result:

You develop a document that you share with clients during introductory meetings that lists the areas of your expertise.

 The Value of Advice

 

Top  


The Value of Advice: PARTNERING

What is it?

The document you customize and share with clients during the signing of agreements that outlines the varying components of services that make up your relationship.

What should I do with it?

Share it with clients at your initial meeting to manage expectations and show them the laundry list of services that will be provided to them as a result of partnering with you.

The end result:

Your clients are able to visualize “why you’re getting paid” and “what you are getting paid for.”

 The Value of Advice - PARTNERING

Top  

© Member FINRA/ SIPC
IPI Form CRS | IPIWM Form CRS | Reg BI Disclosure | Privacy Policy | Disclosures | Best Execution | Business Continuity
Check the background of this firm on FINRA's BrokerCheck
 
Securities are not FDIC insured, are not guaranteed against market risk and may lose value. All illustrations used on this website are hypothetical and assume certain facts, figures or rates of return. Some illustrations may show how a market index has performed. An investor cannot invest in an index, although there are some investments designed to mirror index performance. Past performance is not a guarantee of future results.
 
Any guarantees for insurance products are based on the claims paying ability of the issuing insurance company. Annuities are long-term contracts intended for retirement purposes, and should not be purchased with funds for which there will be an immediate or short-term need, as early withdrawals can result in tax penalties and/or surrender charges. Neither IPI, IPI Wealth nor any of its financial professionals are permitted to give legal or tax advice on behalf of IPI or IPI Wealth, its subsidiaries or affiliates. Some individuals who are financial professionals of IPI and/or IPI Wealth may be attorneys or accountants and may separately provide tax advice or services under a name other than IPI and/or IPI Wealth, its subsidiaries or affiliates. For purposes of an investor's overall financial, estate or retirement plan, IPI and/or IPI Wealth highly encourages its investors to obtain the independent advice and services of legal and tax professionals.
 

Website Designed & Developed by