Our distinguished panel will delve into thought-provoking discussion points around:
- Fee models - Ad valorem / Fixed fee / Hybrid / Hourly / Subscription
- Minimums – do you think in terms of assets invested or fee paid?
- Discounting - at what asset level(s) do you start lowering your fee?
- Proportionality - is a client with £1m invested 10x as much work as a client with £100k invested?
- Do you ever charge clients just for initial work and not ongoing?
- The cost of advice. Where are you seeing the biggest cost increases in your business? And has this been reflected in your fees?
- Have you ever increased fees for clients? And did you lose any as a result?
- NextGen clients - how to charge them without putting them off
- Will Consumer Duty lead to fee model reform?
- Disclosure - should you publish your fees on your website?
To secure your spot, please register below