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 GridPricing 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.
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
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.”
We Would Love To Hear From You
The team at Investment Planners Inc. is happy to answer any questions or comments you may have about our services.
Contact Us