Certainty Advice Podcasts

Author: Jim Stackpool - Founder Certainty Advice Group

Jim Stackpool is one of Australia's foremost authorities on the topic of Building Full Service Financial Advisory Firms. His firm's expertise is helping firms transition from hourly rates or product payments to value-based flat fee pricing and navigating through the six stages of growing advisory firms.
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Language: en

Genres: Business, Management

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Minimum Pricing Roundtable
Thursday, 24 November, 2022

Minimum Pricing is a tough issue to manage because he forces advisory teams to re-position their value and pricing with existing clients. Advice firms are generally strong with implementation of their minimum annual pricing, but not as strong with the managing the expectations and value conversations with longer term clients whose prices are approaching or falling below minimums. There are a number of factors and tools to address this which is covered in this Certainty Rountable.