Presents....
Terence P O'Halloran Chartered Insurance Practitioner...

"The Fee-PacTM Fees Based Business System is so good for financial advisers, accountants, P.R. specialists and other advice based professionals.

If you sell services, knowledge or expertise, a good fees based system could add real value tp your customer/client relationships.".

This simple system from Fee-PacTM gives you all the tools and documentaion you need to set up your own professional Fees Based Business System within 48 hours of receiving the kit.

Move ahead of the competition. Get paid for the knowledge and information you give every time.

Let the Fee-PacTM Fees Based Business System take the uncertainty out of your business!"
AT LAST!

The answer to the hugely vexing question facing all Independent Financial Advisers (IFAs).

How do you give a professional service and run a successful business?

Fee-PacTM leads the way

Getting Paid! The Course for Prospective Fees Based Independent Financial Advisers

The fantastic NEW Seminar from Terence O'Halloran

Click the banner above to find out more...
 

Fee-PacTM

The Fees Based Business System

Deliver a Professional Service to Your Clients and Get Paid For What You Do

Give Your Clients a Choice
A Retainer Fee, Commissions or a Mixture
and a Top Notch Service

Terence O'Halloran, a Chartered Financial Planner in private practice, has operated a Fees Based Business System system for over twenty years - and IT WORKS!

Clients appreciate the easy to apply methodology employed at both O'Halloran & Co. and O'Halloran Financial Management Services.

The monthly retainer system makes for convenient payment by clients who are impressed with the professional feel to the whole process.

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 completed the business for them?

The truth is, many people in this country are perceived to expect FREE financial advice. The industry, the media and the consumer watchdogs have trained them to expect it. Yet how many employees of those organisations and how many businessmen and consumers do you know who will happily work for nothing? But when a potential client is informed in the correct manner, the perception disappears!

Clients do not mind paying for quality advice. In fact it gives them, the client, comfort and confidence.

Introducing FEE PACTM -
The Complete Answer to Fees

Over the last twenty years Terence has developed and refined his fees based business system to a point where the client benefits from a number of positive positions.

  • They know at the outset what the advice is going to cost


  • The cost is spread to give them an assurance of genuine interest in their long term plans


  • All of the information required concerning the cost of the exercise is known, UP FRONT!

Terence has developed an entirely fees based practice which is simple to operate and is fair to both the client and the practice. FEE-PACTM 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 Terence, "what clients readily recognise is that technical and professional ability has to be paid for and that they benefit the most from the transaction"

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."

FEE-PACTM stops the need for any 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. It places the client and their interests first and foremost.

FEE-PACTM allows for the continuance of a professional relationship and, as a result, enables you to build up a solid client base and a sound 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-PACTM is the tool that 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 real needs
  • Provides you with all the documentation you need
  • Sets up all your admin & time recording systems and....
  • Puts the whole process on autopilot

Now you can concentrate on serving your clients whilst building your business to their advantage and long term gain.

To learn more about FEE-PACTM Click here

Find out more about FEE-PACTM's creator Click here

Impatient? To order FEE-PACTM right now! Click here

O'Halloran Financial Management Service, St James Terrace, 88 Newland, Lincoln, LN1 1YA Tel: 01522 522858 Fax: 01522 540442 email: tpo@fee-pac.com

 
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