PP 021: PRICING SERIES – Clayton Daniel – How I price my financial planning services

Clayton Daniel

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)
People work with people they like.