The Trusted Adviser podcast features in-depth conversations with leading financial planners who share their insights, experiences, and strategies for building successful businesses. Each episode dives into the challenges and triumphs of running a financial planning practice, offering listeners practical advice and inspiration from industry experts.
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The Trusted Adviser podcast features in-depth conversations with leading financial planners who share their insights, experiences, and strategies for building successful businesses. Each episode dives into the challenges and triumphs of running a financial planning practice, offering listeners practical advice and inspiration from industry experts.
Profitability, Pricing & Capacity: Data-Driven Insights with Rob Jones of Peloton Partners
The Trusted Adviser
1 hour 4 minutes
1 month ago
Profitability, Pricing & Capacity: Data-Driven Insights with Rob Jones of Peloton Partners
In this episode of The Trusted Adviser podcast, Rob Pyne speaks with Rob Jones, co-founder of Peloton Partners and a leading authority on pricing and profitability in financial advice. Rob shares why many firms leave money on the table, the limitations of traditional benchmarking surveys, and what his unique data reveals about capacity, adviser pay, and the real drivers of profitability.
If you want to understand how to price advice fairly and build a more sustainable, profitable business, this conversation is packed with practical insights.
The Trusted Adviser
The Trusted Adviser podcast features in-depth conversations with leading financial planners who share their insights, experiences, and strategies for building successful businesses. Each episode dives into the challenges and triumphs of running a financial planning practice, offering listeners practical advice and inspiration from industry experts.
