Our Latest Curriculum Lesson…
We update our online curriculum in some way nearly every single day simply based upon the experience of our advisory teams…
THE ROLE OF PRICING COMMITTEES
Value is subjective and different for everyone. But how advisory firms price value needs to be as specific, methodical and consistent as possible. Central to the control of pricing is a pricing committee. How does it work? What’s the key role? Why is it needed again? – check out the lesson…
HOW DID OTHERS START?
“I started in the deep end from day one. First day, first client Discovery appointment. I don’t know any other way to provide advice. When the approach is so natural, I found it easy to start straight away.”
“I started using the principals years ago on my own. I made progress, but didn’t really get the value of the approach until I started with the broad community of firms.”
“I started by joining Cultivating Advice workshops. I learn best listening to others, hear how they are adding value using the approach, for me to learn how my team and I can best implement.”
“I start anything new to do with our client offering cautiously. I want to know as much as I can before I introduce it for the first time. For me, the online curriculum, the opportunities to hear from others and the guided support to start really got me going”
“I have been retainer pricing our value for years. I started by listening to the pricing webinars & reading about this pricing method. The workshop and Certainty Adviser accreditaiton were natural consequences when I met so many others like me.”
“I’m a bit of a perfectionist when it comes to my clients. I started by spending the time talking to other firms involved in this commuity to see if I would ‘fit’. The approach aligns, but the support from the group is what’s special about it.”
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