Ep 8: Pricing, Packaging & Positioning Advice for a Fee

Episode 8: Pricing, Packaging & Positioning Advice for a Fee

Guest: Simon Granner

Many financial professionals struggle with giving away advice for free. In this episode of Financial Advisors Want to Know, Catherine Tindall and Simon Granner discuss how to confidently charge for your expertise without overcomplicating the process.

Key Takeaways:

✅ Start Simple – Define the client’s pain point, outline the solution, and set a fair price. Simon’s first advisory fee was just $600—don’t overthink it!
✅ Iterate Over Time – As you gain experience, refine your pricing, packaging, and positioning based on common client needs.
✅ You Don’t Have to Do It All – Act as the quarterback for client solutions by bringing in experts like estate attorneys or tax professionals when needed.
✅ Take Action – The biggest hurdle is starting. Jump in with smaller projects, build confidence, and fine-tune your approach as you go.

Charging for advice doesn’t have to be overwhelming—just take the first step!

🔗 Connect with Simon: LinkedIn | Webinar
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☕ Book a coffee chat with Catherine: Schedule Here
🌐 Learn more: www.dominiones.com

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