Planner Pulse 023: [Pricing series] Melissa and Steve Crawford — How I price my financial planning services
Melissa and Steve Crawford, are husband and wife, and run three successful businesses in the financial advice space.
Melissa has a background in insurance and has an insurance coaching business called 19Thirty.
Melissa is also the insurance specialist at Experience Wealth, which is Steve’s business. Experience Wealth is a financial planning business focused on serving Gen X and Y young professionals.
Steve also has a coaching business called Your Spending Coach, which shows advisers how to use Xero to manage their clients' cash flow.
Listen and learn
In this episode you'll discover:
How getting crystal clear about who your ideal client is, can help you create a service offering that is exactly what your clients want (and need)
How Melissa and Steve price their financial planning services, including life insurance
Why they transitioned from providing commission–based insurance advice, to a fee model
How aligning (i) what the client perceives as value, with (ii) the value the business delivers to the client and (iii) the pricing model, can have a huge positive impact on your business