Planner Pulse 021: [Pricing series] Clayton Daniel — How I price my financial planning services
Clayton Daniel is a young adviser and the founder of Hillross SIlverstone in Sydney, a financial planning practice that has been in operation for about 2 years.
Clayton is also one of the founding members of a group called XY Adviser.
Clayton recently made the switch from charging commissions on insurance advice, to a fee-based approach, and it's produced great results for his business.
Listen and learn
In this episode, we talk about:
Why Clayton decided to change his pricing structure and move to very defined service packages
The exact numbers Clayton charges for each package
The results Clayton's seen in his business (which includes a doubling of top-line revenue)