Clayton Daniel is a young adviser and the founder of Hillross SIlverstone in Sydney, a financial planning practice that has been in operation for about 2 years.
Clayton is also one of the founding members of a group called XY Adviser.
Clayton recently made the switch from charging commissions on insurance advice, to a fee-based approach, and it's had great results for his business.
Listen and learn
In this episode, we talk about:
- Why Clayton decided to change his pricing structure and move to very defined service packages
- The exact numbers Clayton charges for each package
- The results Clayton's seen in his business (which includes a doubling of top-line revenue)