Your financial advice firm could be sitting on 45% additional profits. Learn how to unlock this value.


What is this webinar about? 

In this free webinar, learn the tools to articulate your firm's true worth by re-evaluating your pricing model.

Is your financial advice firm built around a business model that clearly communicates your customer value proposition?

"Financial planning has long been about product and investment returns but it’s not about that. At the heart of it, it’s about the clients and their trust in their financial adviser." - Rob Jones

In this formative webinar, Rob Jones, Director at Peloton Partners Pty Ltd, is set to explore the ways in which financial advice firms should re-consider their pricing models to encompass all aspects of their expertise, including the intangible factors that contribute to the quality of services they provide.

From modifying your current business plan to project management and implementation, Rob's insights will help guide you towards unlocking your firm's full potential.

What will the webinar cover?

Establishing a clear customer value proposition
Strategies for how to change your pricing model to reflect your firm's true value
Developing communications and implementation strategies

*Please note all webinars are in Australian Eastern Standard Time

  • 10:00 am - 11:00 am