Viewing entries in
Engagements and Pricing

Video: Pricing Combinations

Video: Pricing Combinations

We've reviewed the basics of fee only - not it is time for creativity! You can combine all of these options to create exactly the "menu" of engagements you and your clients need. Watch the video...

Video: AUM Pricing

Video: AUM Pricing

Assets Under Management is a tried and true method of pricing in the fee-only model. Some say it is becoming obsolete, others claim it is here to stay, what do you think? Watch the video...

Video: Pros and Cons of Hourly Pricing

Video: Pros and Cons of Hourly Pricing

Ultimate flexibility comes with hourly pricing, join me to hear a bit about the pros and cons of using the hourly pricing model. It works for the Garrett Planning Network folks and it may be just the thing for you. Watch the video...

Video: Pricing - Retainer Or Subscription Model

Video: Pricing - Retainer Or Subscription Model

There is a growing movement toward retainer pricing and The Alliance of Comprehensive Planners and XY Planning Network are leading the charge. As with all of the pricing styles there are pros and cons, you just have to decide what fits your style and needs best. Watch the video...

Video: Pricing Primer

Video: Pricing Primer

There are so many ways to price your client engagements. Join me in the first of five videos discussing pros and cons of different pricing styles and how you can use pricing to support your target market. Watch the video...