How do advisors monetize their wisdom, and why is it important to charge planning fees?
The answers are easier than you think!
It can be confusing to know how, or why, to charge fees for your planning services. Especially if you don’t feel you’re offering something different to your clients, it can be hard to know why charging fees even matters.
This webinar will explain the value of providing your clients with a holistic planning process and differentiating yourself from other advisors in a way that makes it easier to charge for your services. The Bucket Plan® holistic planning process is a proven, step-by-step process that is easy to follow and easy to replicate, all while acting in the best interest of your clients and their financial futures.
You’ll learn how to implement this process with your own clients and how to charge for the services you provide.
In this webinar, you will learn how to:
- Recognize how to differentiate yourself from transactional advisors
- Identify how to bundle your services and monetize your wisdom
- Explain why less is more when it comes to a plan deliverable
Join us and feel more confident in your knowledge of and ability to charge planning fees for your firm's services and walk away with the tools, concepts, and ideas to help implement The Bucket Plan® process for your clients.
Dave Alison, CFP®, EA, BPC
President | Founding Partner
C2P
ABOUT DAVE ALISON
Dave Alison, CFP®, EA, BPC, is an accomplished financial planner and entrepreneur with a passion for helping advisors take their business and planning capabilities to the next level.
As President and Founding Partner of C2P Enterprises, Dave has been responsible for bringing together the leadership team and driving the enterprise towards a collective vision of simplifying financial planning for 1 billion people worldwide.
In addition to his role at C2P, Dave is on the leadership team of C2P’s Clarity Insurance Marketing, a fiduciary-friendly insurance marketing organization (IMO); Valor Capital Management, a registered investment advisor operating as a Turnkey Asset Management Program; Prosperity Capital Advisors, a corporate RIA bringing valuable resources and capabilities to independent IARs; and Clarity 2 Prosperity, a financial training, coaching, and IP development organization.
Dave’s ability to engineer financial planning needs also led him to found Alison Wealth Management, which serves clients virtually across the U.S. Dave is also a member of the Financial Planning Association®.
In 2023, Dave was named to the 40 Under 40 for his accomplishments, contributions, leadership, and promise. He was recognized as a finalist for ThinkAdvisor’s LUMINARIES awards in the Thought Leadership and Education category for his work at C2P.
Dave and his wife, Alana, live just outside of Charleston, South Carolina; they are the proud parents to three beautiful daughters.