Pricing Advice - Evolution Program
For advisers seeking one-to-one guidance to create and implement their new fee model, the Evolution Program includes a combination of workshop and coaching sessions with an experienced Elixir coach. Especially recommended for advisers looking to successfully evolve their client engagement and pricing model and to get it right in the shortest time possible. Evolution will teach you how to communicate your fees to new and existing clients, in order to achieve maximum acceptance and profitability.
|Initial coaching session with your coach to prepare you for the process;|
|Coaching workshop in your office with your team to refine your targeted clientele and Client Value Proposition;|
|Attendance at a two-day group workshop to work through the program with your team, providing access to expert advice and the opportunity to share thoughts and experiences with other advisers without the need to disclose your financial details to other businesses in the room;|
|Workbook to collate the documents used in your pricing journey;|
|Three follow-up coaching sessions with your Elixir consultant in your office, to assist with the implementation of your new pricing model;|
|One copy of the Elixir Consulting Adviser Pricing Models Research Report second edition;|
|Two copies of the book Pricing Advice by Sue Viskovic.|
Your investment for this six-month program is $11,000 (inc GST) per business, for up to two attendees if paid in full upon booking, or $12,000 if paid in six monthly instalments of $2,000.
Click Here for more information on the timeline of the Evolution Program.
Click Here to view the outcomes you can expect to achieve by completing the Evolution Program.
View the Evolution Program video:
Pricing Advice Supported Program Introduction
The next intake for the Evolution Program is scheduled in the following cities. Note that the dates listed are for the two-day group workshops, and your initial sessions with your coach will need to be conducted in the 3 - 4 weeks leading up to the workshop:
Perth 3rd and 4th July 2013
Brisbane 9th and 10th July 2013
Sydney 10th and 11th July 2013
Melbourne 24th and 25th July 2013
Numbers are strictly limited in each state to enable us to provide you with the personal attention that will ensure you gain immediate traction and success with your pricing.
“This program was well worth our time and money...the results so far are too numerous to detail, but three highlights are a $450 per annum client signing onto a $9,000 per annum package, a $990 pa client signing onto a $4,200 package, and a $3,000 client signing onto an $8,000 package. So far we have lost two clients, total annual income just under $2,000.”
Click here to read more.
“Sue Viskovic’s book on Pricing Advice is a triumph and a must read for every financial adviser. I highly recommend Sue to any financial planning firm looking to get the pricing of their value right.”
“Elixir has a clear and methodical method for determining the appropriate level of fees to charge our clients ....”
B.Bus, CFP, Financial Planner, Abbott Financial Planning
“Really liked the software in terms of its relevance, prompts and ease of use.”
“Great program, well-paced, excellent facilitation. Contact was detailed, challenging and relevant. Great tools to take away and implement immediately.”
“It’s good to have follow-up support post attending the workshop. Too often good ideas are lost/not acted on after attending a seminar.”
“Fantastic program. Thought-provoking, we thought we had our service models and fee structures in order but discovered they actually weren’t!”
“Enlightening – this will assist us to be much better prepared for future change, and our profitability will increase through the skills gained.”