Accuracy of pricing advice has never been more important. In this presentation, Rob Jones, Co-Founder and Principal Consultant at Peloton, as he pulls apart the types of services that the Emerging Affluent needs from their advice relationship and how to structure a dynamic pricing model.
Rob will show you how any pricing model must be able to âflexâ and remain in step with advice needs and will help you:
Understand the service profile of the Emerging Affluent.
Structure a dynamic engagement with the Emerging Affluent.
Apply the âright feeâ â right for your clients and for you.
