Product fees

Are clients better off paying a large fee to secure a cheaper product, even though the monthly savings over the product period do not recover the fees added. However the sourcing system show the fee product to be cheaper on TTP

case study

1 Reply

rainier.reyes
Advisely Team
2 years ago
Welcome to Advisely Mahesh and great question - what does everyone in the community think?

Recent Discussions

🤓 Xplan Hint: Client Hub - your one-stop-shop for client activity
Did you know the Xplan Client Hub is essentially a one-stop-shop for all client activity? Centralise the way you work and stop navigating between screens, the Client Hub should be your go-to page f...
courtney.youngblutt
Iress Contributor
3 days ago
xplan
6Views
0likes
0Comments
The Meeting System Myth: Why Structure Beats Style Every Time
A well-run financial planning business doesn’t just deliver advice – it delivers it predictably. Inconsistency across key meetings – the Initial Appointment, the Statement of Advice Presentation, or ...
marklewin1
Valued Supporter
6 days ago
practice management
15Views
3likes
0Comments
Form type Checklist in Notes for ongoing use?
Hi All, Has anyone set up or created a form type document in Xplan notes. I have used Note Templates before and am aware I can use a table. Or a merge output however we don't want to re-tick opt...
sarah.burke38
Active Interactor
6 days ago
practice management
xplan
58Views
1like
2Comments
The Offshoring Blind Spot: How Poor Systems Cripple Profitability
Australia is experiencing a unique mismatch: adviser head-count has fallen by roughly 40 % since 2019, yet the pool of advice-seeking households keeps growing as 3.6 million baby-boomers move deeper ...
marklewin1
Valued Supporter
6 days ago
practice management
50Views
3likes
2Comments

The awkward moment when it's time to increase fees

How one shift in approach changed everything about how I handled the uncomfortable fee conversation.

adele.martin Growth

Updating Wealthsolver / IPS with current AA and fees

Hello, I need to update Xplan so the information shown in my SOA reflects the correct Asset Allocation and fees from the investment product. Xplan (wealthsolver and IPS) currently show the AA from...

bridget.poolman Discussions

Product fees

🤓 Xplan Hint: Client Hub - your one-stop-shop for client activity

The Meeting System Myth: Why Structure Beats Style Every Time

Form type Checklist in Notes for ongoing use?

The Offshoring Blind Spot: How Poor Systems Cripple Profitability

The awkward moment when it's time to increase fees

Updating Wealthsolver / IPS with current AA and fees