Getting Paid!

The Complete Business Programme for
Fees Based Independent Financial Advice

Fee Based Independent Financial Advice
is a major topic within the financial services industry these days. Regulators are pushing for it, consumer groups are demanding it and the clients are even looking for it! But, more importantly ....

Smart Independent Financial Advisers
throughout UK know it makes sense. The only way to guarantee getting paid for the professional advice you give is to base your remuneration on the certainty of fees, rather than the lottery of commission! Let's face it, when the bills come in do you put them all in a hat & just pick one out of three at random to pay & bin the rest? Of course not! Your creditors would soon be banging on your door.

Yet day after day many of our IFA colleagues gamble all their time, expertise and knowledge in the Commission Lottery with those same 1 in 3 odds (or worse) of getting paid! Are you one of them? .... If so, you know things have to change. BUT! How do you go about it?

Terry O'Halloran knows the answer as well as you do - set up a professional Fees Based Business System and use it!

Terry has run a Fees Based Practice for over 20 years. Now he wants to show you how to do it too. Which is why he is running a nationwide series of seminars to help you get back on track and add more to your bottom line.

Getting Paid

Is a complete programme designed to give you all the information, training and documentation you need to create and implement a total Fees Based Financial Advice Practice.

The programme consists of:

1. The FEES Workshop

A full day workshop in an intimate setting where you will learn to do everything that you need to do to set up a successful Fee Based Business System. You will work and learn alongside a small group of 14 colleagues, trained and supported by Terry himself. Each programme is limited to only 15 delegates to ensure maximum individual attention.

All of your paperwork will be gone through in an interactive and very enjoyable day, which will leave you in no doubt that you can run a fees based practice wherever you are.

This is pretty close to getting one-to-one with the Master, so take the opportunity while you can.

2. The Legendary FEE-PAC^TM containing:

• The Client Script
• Answers to Objections
• The Agreements
• The Charging Structure
• The Forms
• The Documents
• The Processes
• The Time Management
• and much much more

3. Electronic versions of all documentation on CDROM ready for you to personalise and load onto your computer.

All the above materials are contained within a substantial ring binder with complete rights to copy all materials for use within your practice.

All the documentation is compliance checked, all you've got to do is put it in place in your business and set about seeing clients!

Fee-Pac^TM is fully revised and updated to meet the new FSA requirements for fee based practices. Fee-Pac^TM normally sells at welll over £1000 on its own but you get it included in the course at no extra charge. For more information go to www.fee-pac.com

PLUS the following Three Bonuses...

1. A DVD of Terry's acclaimed seminar:

'Getting Paid for What You Are and What You Do' - to show you the way

• A full 1 hour live seminar with IFAs - showing the concepts of running a fee based practice, how to deal with awkward or reluctant customers, how to get paid on time every time, how to deal with commission etc.....

2. 'Getting Paid - The Workshop'

• A 2 DVD set of a LIVE workshop - The complete "How To Do It!" package of this training day to take home and replay as often a you wish.

3. 'Getting Paid - Administration'

• A DVD on setting up and managing the complete administration of a fee based practice.

PLUS

A CD of the complete documentation

• Everything you need to just drop in your logo and business details and print out whenever you need them.

Dates & Locations:

More venues coming soon

Check back regularly for dates

Comments from past delegates

“Thank you for a brilliant workshop, I have learnt to make sure that I position myself to always get paid for what I do. The main point that I have taken away is that it is quite a simplistic process to be followed. Don’t complicate things. Many thanks.” - Andy Suddich, Bristol.

“An excellent day which taught me techniques for the introductory interview, together with signing up the client agreement and banker’s order to set the scene.” - Clive Smith, Wallingford, Oxford.

“Thank you for an excellent day which has given me more confidence to deal with fees on a realistic level with my high net worth client base.” - Michael Davison, Houghton-Le-Spring.

“Terry, an excellent presentation which just proves that the Fee Pack technique is absolutely required as best practice. Already putting money on my bottom line.” - Mike Crampton, Hitchin, Herts.

“Thank you for an excellent day, I am very happy with the content. What I took away with me was the fact that I have to have a structured discipline at the first meeting using the client agreement.” - Mike Fallon, Chesterfield.

“Excellent - A truly businesslike approach with realism.” - regards, Phil Meeks, Leabrooks, Derbys.

Want more information?
Call Terry direct on 01522 537491/3

Contact Details
O'Halloran & Co. St James Terrace 84 & 88 Newland Lincoln LN1 1YA
Tel: 01522 537491/3
Fax: 01522 540442
Email: tpo@ohal.org