How do advisors monetize their wisdom, and why is it important to charge planning fees?
The answers are easier than you think!
Click the “Register” button at the bottom of the screen to sign up.
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.
The goal of this seminar is to 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 seminar, 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
- Describe how a 3-hole punch and a binder can help retain dead clients' money
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 Enterprises
Founder | Alison Wealth Management
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.
Dave is engaged across all aspects of the enterprise. He is focused on driving the company’s key growth initiatives, directing the overall corporate strategy, and leading the executive team. Dave has a unique ability to take a vision and turn it into reality.
In addition to his role at C2P Enterprises, Dave is on the leadership team of C2P Enterprises’ Clarity Insurance Marketing, a fiduciary-friendly insurance marketing organization (IMO); Valor Capital Management, a registered investment advisor operating as a Turnkey Asset Management Program (TAMP) and a fund strategist; Prosperity Capital Advisors, a nationally branded 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 advanced financial, tax, investment, insurance, and estate planning needs into one holistic plan 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®.
Dave and his wife, Alana, live just outside of Charleston, South Carolina; they are the proud parents to three beautiful daughters.