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)

People work with people they like.
— Clayton Daniel