The short sell – getting the pricing right

Client pricing is a crucial element in financial advice, but the methodology used by practice managers is often not as robust as it should be. So what are some of the common mistakes made when structuring a pricing policy, and what can advisers do to ensure the value of their service matches their remuneration?

Participants: Rob Jones, founder at Peloton Partners and Neil Younger, group CEO and managing director at Fortnum Private Wealth

Facilitator: Tahn Sharpe, editor, Professional Planner

Length: 39min