Pricing with a Purpose

Thu 10 September 2020
14:00 - 14:45 EDT

Did you know that 50% of advisors spend an average of 1 hour calculating value-based pricing for a new client? But surprisingly, the practice still ends up losing money in the end.

Inaccurate client data, scope creep and underestimating the amount of work are the three most common reasons why you might be undercharging your clients months or even years down the line.

Join us for a special presentation of exclusive research and practical insights drawn from 150 leading firms on the ways to price your advisory services efficiently and effectively.

Additionally learn how technologies, like Receipt Bank, can free your firm's time to focus on the critical advisory services that will drive long-term re-occurring revenue.

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