Opt-in?  Yes please!

Opt-in? Yes please!

Asking clients to opt-in every year in an advice relationship is one of the recommendations of the Future of Financial Advice (FOFA) reforms. The advice professions of law, medicine, dentistry, accounting, engineering, and computing have long embraced the concept of...
Passion for Pricing Advice

Passion for Pricing Advice

There are few topics in my consulting and training work that I love more than pricing. Here’s why. Pricing is emotional Effective pricing isn’t about facts and figures.  It’s about courage and value. Good financial advisers aren’t selling motor cars, cups of...
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