Setting up Adviser task within Fee Disclosure Statements

The Adviser Task Fee tab is where you highlight your Client Value Proposition.

Simply add a new task, decide the value for the task and if you are charging your client or including this as part of your service level.

Hint: This is the area that will highlight to your client the work your do BEHIND the scenes that they may not see or be aware of, by advising them of the work you do for them, the stronger your long term relationship will be with them.

Simply nominate the task you perform, decide if you wish to charge for it, set the charge rate and confirm your desired outcome.