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95% of advisers are making this pricing mistake with Karl Dines
Manage episode 465365563 series 2950105
In this episode we are joined by Karl Dines. Karl works with UK Financial Services Firms on a consultancy basis with his firm Open Door Policy Building Propositions.
In this episode we explore the importance of understanding and documenting the true cost of financial advice, how firms often underestimate their costs of service delivery and the challenges of pricing models.
Join our community: www.nextgenplanners.co.uk
277 odcinków
Manage episode 465365563 series 2950105
In this episode we are joined by Karl Dines. Karl works with UK Financial Services Firms on a consultancy basis with his firm Open Door Policy Building Propositions.
In this episode we explore the importance of understanding and documenting the true cost of financial advice, how firms often underestimate their costs of service delivery and the challenges of pricing models.
Join our community: www.nextgenplanners.co.uk
277 odcinków
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