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Keynote Presentation
To Fee or Not to Fee

Our premier keynote presentation offers a compelling and in-depth overview of the delivery of fee financial advisory services. We also cover the industry trends and pricing models.

 
 

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Training Material

 
   
Book    

 
This book advocates a fundamental philosophical shift in how you value and approach your business. After you've read it, you'll have a better idea how to transform your business from a product-driven practice to a Personal Services Practice and get paid for it.
 
 
 

Half-day Seminar on Audio CD

   

  In two and a half hours, we cover the key elements of a fee financial advisory practice. The audio CD includes a live two and a half hour presentation and PDF copy of the slides.

 

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Half-day Seminar on DVD    

  To Fee or Not to Fee seminar is now available on DVD. Recorded at the Ottawa chapter of Advocis Professional Development day on February 9th, 2006.

 

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Workshops    

 

  Our workshops cover the whys and hows of a fee practice and why it might make sense for you and your clients. The course progression from simple to sophisticated is comprehensive and includes many useful charts, exercises, tips, and techniques.

 

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