Go offline with the Player FM app!
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
279 episodes
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
279 episodes
All episodes
×Welcome to Player FM!
Player FM is scanning the web for high-quality podcasts for you to enjoy right now. It's the best podcast app and works on Android, iPhone, and the web. Signup to sync subscriptions across devices.