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Why And How To Charge Clients For Financial Plans

Simon Reilly

Jim Rogers, chairman emeritus of Rogers Group Financial, describes how advisors can separate financial planning fees from product recommendations, including plan pricing. He spoke with Gavin Adamson of Investment Executive at the TMX Broadcast Centre in Toronto.

For more, see: Make the transition to fee-based compensation

Free One Page Business Plan Webinars May 11th & 26th – Register Now!

Announcing Leading Advisor’s One Page Business Plan(TM) Free Webinars and the One Page Business Plan(TM) Webinars!

“If you don’t get the words right, you might build the wrong business and may never get the numbers right.”

The dates for the One Page Business Plan(TM) Free Webinars are:

  • Wednesday, May 11that 11:15am EDT
  • Thursday, May 26th at 12:30pm EDT


Who should attend?

  • Do you have too many scattered ideas?
  • Do you need to focus on a few?
  • Do you need to jumpstart your business right now?
  • Do you have no time or interest in writing a 50 page business plan?
  • Do you need to determine if you’re focusing on the right things?
  • Do you need an effective blueprint to keep yourself and team focused?

Then consider a fresh, simple approach to business planning that will enable you to focus on what is important…the One Page Business Plan(TM) – a powerful tool for building and managing a business. It’s short, it’s concise, and it delivers results quickly and effectively. There can be no question as to where your business is headed when it is in writing, especially when you have the key essentials about growing your business clearly specified on a single page.

Is this another ho-hum course on business planning like the ten others you have attended – no way! I know how to capture the essence of any business in just a few minutes using the innovative key word and short phrase techniques using the One Page Business Plan(TM).

To Register for the One Page Business Plan(TM) Free Webinar:

Call Laura at 250 248-6012 / 1 877 248-6012 or e-mail Laura at lreilly@leadingadvisor.com and you will receive your GoTo Meeting Webinar Link, Phone Number and Access Code.

  • Wednesday, May 11that 11:15am EDT
  • Thursday, May 26th at 12:30pm EDT
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