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Netwealth IQ - Webinar

Optimise your pricing model

Pricing strategies with Rob Jones, Co-Founder and Owner of Peloton Partners

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Presentation: Learn how to effectively price advice services

           
Finding the right balance between the value provided to your clients and the cost they are willing to pay is crucial for the success and growth of your business.
         
Watch the presentation for an informative session with Rob Jones, Co-Founder and Owner of Peloton Partners, as he shares key insights and observations on advice pricing models, and learn:
        
  • How business costs have changed over time, and what this means to pricing your services.
  • The evolution of advice pricing models, what works and what doesn't.
  • Frameworks to help you draw out the connection between value and price. 
  • Tips on assessing each client individually and adding structure to your pricing model.
  • How your advice firm compares to 160 others in terms of key business metrics. 
        
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Speaker

Rob Jones, Co-Founder, Owner and Principal Consultant at Peloton Partners

Rob has a long history in the wealth management industry as former CEO of The Money Managers Ltd. Then he moved to Shadforth Financial Group where he orchestrated the growth of a division managing seven turnkey financial planning practices with $280 million in FUM. Rob's adept leadership included overseeing 53 staff across six locations, with a budget of $12 million and an EBITDA of $4.3 million. 

Rob thrives in data-driven environments and is a lover of facts. Peloton, the financial services consulting business he co-founded, is an expert in restructuring pricing models to accurately reflect the value delivered to clients, validating alignment between clients and the business.