Fee-based Lifestyle Financial Planning – SAIFAA Breakfast Conversation April 2022
Mary J was invited by SAIFAA (The South African Independent Financial Advisers Association) to a conversation with a panel of other young Fee-based Lifestyle Financial Planners who are invoicing fees for their planning, coaching and advice services.
It was a lively discussion with many different perspectives and ideas shared about how to start the journey to charging fees, including a couple of different approaches to how fees are collected and paid (eg. AUM, debit order, other products like courses etc).
If you’re a financial advisor or planner looking to expand your service offering and shift to a fee-based model then this is essential viewing.
If you’re looking to upskill yourself to have better conversations with your clients that include an element of coaching them through their finances, then make sure you sign up for our free “Financial Coaching 101 : What is it?” course.
Once signed up for the free course you’ll be invited to join our online community where you can explore and engage with others who are also curious about the next step in their evolution towards becoming someone able to help their clients transform their finances in a truly sustainable, purposeful and meaningful way.
If you’re looking for coaching and guidance on how to shift your business towards being fee-based and being paid for all the value you offer your clients, then connect with us and let’s explore how we can support you. You can schedule a Free 40mins Connection Call in our calendar.