Listen to the podcast episodes and complete each quiz to earn CPD hours.

On each podcast page, scroll down to access the quiz: you can complete it online after listening to the podcast. Please contact us on if you have any questions.

Principals in Practice Podcast Series

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

Take the QUIZ to earn your CPD points

Question 1
* What is the mantra that Rob lives by and he encourages advisers to live by?
Question 2
* Rob thinks more advisers are mispricing clients now than a year ago. How many did he believe were mispriced back then?
Question 3
* Adviser needs to account for another unconsidered form of subsidisation in their business according to Neil. What is it?
Question 4
* How should advisers charge clients, broadly, according to Rob?

Share This Article