Financial Advisors: Stop StRuggling with 'what to charge' for planning
Join Industry-Leading Advisors for:
The Pricing Workshop:
‘What to Charge’ for Planning
Discover how to price your financial planning offer so you can:

Confidently set your financial planning charge based on quantitative & qualitative factors

Discover practical pricing strategies used by industry-leading financial advisors 

Learn how to charge the same amount in year 2

Improve your ability to communicate the value of your services effectively, leading to increased conversions 

Simplify your pricing strategy so that you can quote in the first meeting

Stop undercharging & earn more.


—Live WORKSHOP + Recurring Income Planner

GRAB YOUR SEAT TODAY BEFORE SALES CLOSE IN

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The Pricing Workshop$97

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https://mindshiftfinancialcoaching.com/pricing-tc/
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    Live workshop happening 

    Monday, November 18th 

    What's included:

    • 75-minute live session over Zoom with top financial planners (REPLAY TO FOLLOW)
    • Common pricing mistakes & how to avoid them
    • Quantitative & qualitative decision filters to use when pricing your planning offer
    • Language to quote in the first meeting

    BONUSES:

    • Recurring Revenue Planner 
    • CHECKLIST: Qualitative Decision Filters 

    • Total payment
    • 1xThe Pricing Workshop$97
      -+

    All prices in USD

    Affiliate: