Planner Pulse 038: [Pricing series] Adriano Donato — Pricing for high and low complexity clients in a 100% fee-for-advice financial planning practice
In this episode, we chat about how Roskow price their financial advice, using a 100% fee model. And how they do that successfully for both high and low complexity clients.
Listen and learn
In this episode, we talk about:
How and why Roskow price their advice, using a 100% fee model (and we get into the nitty gritty numbers)
How Roskow make a pure fee for advice model work for both high and low complexity clients
What mistakes Roskow made with their pricing along the way
Oh, and Adriano sings and talks soccer...