Fee-Pac^TM

The Fees Based Business System for IFAs

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Commission Only
Is It Dead?

No! not yet, but .....

How would you like to be paid every time you give professional advice - rather than just when you make a sale?

Terry O'Halloran has operated a Fees Based Business System system for many years - and IT WORKS!

Does this story have a familiar ring to it?

"People just expect to use two, three, four hours of my time getting free advice...... and then take their business elsewhere, or act on a whim with someone else who just happens to be in the right place at the right time".

How many times have you come away from a meeting with a potential client knowing you have given best advice to meet their circumstances and yet have not got the sale? And how many times have you discovered at a later date that, having digested your advice, they have bought exactly the same solution .... but from someone else who just happened along at the time they finally made their decision?

Too many times to count I'm willing to bet!

According to industry averages, even the best financial advisers might make only 1 sale from every three appointments. Surely their advice can't be that bad!

The truth is, most people in this country expect FREE financial advice. The industry, the media and the self appointed consumer watchdogs have trained them to expect it. Yet how many employees of these organisations and how many businessmen and consumers do you know who will happily work for NOTHING? Very few! So why should you?

The quotation in italics above comes from a man who after several years in the financial services industry decided he had had enough of being taken for a ride in this way.

" I decided I had an obligation to myself, my staff and my business to cut out that waste once and for all!"

So said Terry O'Halloran some twenty years ago. Having realised that he was giving away far too much valuable advice and often coming home empty handed ....... there had to be a better way!.

And there was!

Like all problems the answer was simple, do what other highly qualified professionals do ....... CHARGE FOR THE ADVICE!

Obvious when you think about it, isn't it. But, how to go about it - that was the problem. How do you change the mind set of people who always expect something for nothing?

Answer, you change their expectations of you by changing your expectations of them ......

They expect to pay other professional advisors; solicitors, accountants etc. so why not just expect them to pay you? Yes it's a novel idea, but if it's presented right, the idea can take hold.

Introducing FEE PAC^TM -
The Complete Answer to Fees

Yes, you knew a solution was about to crop up at this point, didn't you?

Over the last twenty years Terry has developed and refined his fees based business system to a point where ........

"I know within 30 minutes of a potential client interview starting that I am going to be paid for my advice, and how that will be achieved."

Terry has developed an entirely fees based practice which is simple to operate and is fair to both the client and the practice. FEE-PAC^TM is bankers order driven, thus ensuring steady cash flow for the business, and has options for single payments and specified agreements. It has evolved over time to become the corner stone of good housekeeping and client loyalty.

"The system allows for client choice between fees and commission payments being used to pay for my professional time and expertise" says Terry, "what clients readily recognise is that technical and professional ability has to be paid for."

The real beauty of this system is that you can afford to do a really terrific job for every one of your clients, secure in the knowledge that you are going to get paid for all the work you do, regardless of whether or not your advice is implemented now or at a later date. It also eliminates any suggestion that the level of commission or sales bonus is a motivating factor in the advice being given.

Terry again, "Each individual client sees his or her circumstances in a different way. Many people consult our firm on topics which have no immediate remunerative effect from the sale of a product. In the distant past, that consultation was done for nothing with a view to, perhaps, getting some business in the future. Not any more - we can afford to take the time to give each client whatever advice they need, knowing we are going to get paid regardless."

FEE-PAC^TM stops this need for expectation of future business dead in its tracks! It completely eliminates the insecurity experienced by all consultants and advisors who rely solely on commission from sales and enables them to focus totally on the needs of the client.

FEE-PAC^TM allows for the continuance of a professional relationship and, as a result, enables you to build up a solid client base and a lucrative professional practice. As a professional intermediary who is trusted and respected for unbiased objectivity, clients are happy to bring their financial problems to you.

FEE-PAC^TM is the only tool you need to build a successful fee based professional practice. It

• Shows you why you should go fee based
• Teaches you how to change to a fee based approach
• Gives you the scripts for dealing with clients
• Provides you with all the documentation you need
• Sets up all your admin & time recording systems and....
• Puts the whole process on autopilot

So you can concentrate on serving the customer and building your business!

To learn more about FEE-PAC^TM Click here

Find out more about FEE-PAC^TM's creator Click here

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