Fee Structure

CONSULTING

Our consulting fees fall into two categories:

Individual Advisor - $500 per month
Team of Advisors (2 or more FAs) - $800 per month

• Minimum of a WEEKLY 30 minute phone call
• Minimum 24 hour response time
• Accessible by telephone and email in-between calls
• NO CONTRACT – we work with you on a month-to-month basis

PRESENTATION TO OFFICE OR COMPLEX (re: Consulting)

If you are a Manager that is interested in utilizing us as a resource for your advisors, there will be NO FEE to present to your office / complex. We will absorb all costs associated with travel. We look forward to the opportunity of helping you and your advisors!


*SPEAKING ENGAGEMENTS
 
We are available for conferences, as well as coming to your office / complex for speaking engagements. We cover a wide variety of topics:

• Referral Generation: Effective approach to asking for referrals and creating advocates
• New Business Development: The most effective strategies to grow your practice
• Proactive Service Model: from segmentation to designing how your clients want to be serviced to utilizing your contact or CRM system
• Sales Process & Tracking: Effective strategies to closing business and identifying effectiveness of sales process
• ETC……….

COST: $2500* per visit (roughly 40 minute presentation for each, then Q&A) *this does not include travel costs