Information to help you efficiently price the service you provide.
Constructing the Right Advice Fee Model to match the Emerging Affluent with Rob Jones
Rob Jones, Co-Founder and Principal Consultant at Peloton, shares advice strategies for advice practices to extract latent value out of their financial advice and wealth business by creating a dynamic pricing model that matches ...
Rob Jones, managing director of Peloton Partners, shares emerging pricing trends in the industry based on data from 70 advised firms across Australia, and strategies for advice practices to extract latent value out of their business.
Pricing your advice services is always a challenge, and with the LIF reducing insurance commissions from the 1st of January 2018, it's more important than ever to get it right. In our April 2017 webinar Sue Viskovic from Elixir ...
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