Accredited With https://thecpd.group Accreditation Number #1014314
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The session covers the following topics: Comparing fee models - ad valorem vs fixed vs hourly vs subscription Minimums - assets invested or fee paid? Discounting - at what asset hurdle(s) do you lower fees? Raising - is it possible to put fees up? And does it risk losing clients? Disclosure - should you publish your fees on your website? Consumer Duty - will it lead to fee model reform? Also insights from some great guest speakers including Rich Mayor (The Lang Cat) - presenting data from their 1200+ adviser panel with focus on fee models, fee clustering, increased business costs Julie Flynn (Bree Wealth) - on setting a fee structure you can stick to / avoid accidental discounting / how to take the awkwardness out of fee conversations / how to raise fees Sam Tate (New World) - on the practicalities of fixed fee + subscription models as an alternative to ad valorem
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