The Monthly Retainer Model in Financial Planning
7 Scalable Business Models to Build Profitable, Sustainable Income — Deeper Foundations
deeperfoundations.com
Fee Structure #3: Fixed Value-Based Fees
David A. Fields • The Irresistible Consultant's Guide to Winning Clients: 6 Steps to Unlimited Clients & Financial Freedom
Instead, once per year (October is the best, because then you can give them 3 months notice and say, “Starting next year…”), raise your prices and trim long-standing, low-paying clients. Your message is very simple: “As I continue to improve the services I offer, and due to increased demand, I’ve decided to raise my prices to {$X} starting next yea
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Financial Strategy Design Consulting: Strategic Analysis
Core Value Proposition
The future of financial strategy consulting lies in human experts' unique ability to synthesize complex patterns and create innovative solutions that exceed current AI capabilities. Consultants leverage their deep understanding of Statements of Advice (SOAs) to:
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