Pricing With Purpose

Did you know that 50% of advisors spend an average of 1 hour calculating value-based pricing for a new client? But surprisingly, the practice still ends up losing money in the end. Inaccurate client data, scope creep and underestimating the amount of work are the three most common reasons why you might be undercharging months or even years down the line. This session will discuss how your firm can price advisory services efficiently and effectively.