Your financial advice firm could be sitting on 45% additional profits. Learn how to unlock this value.


In this free webinar, learn the tools to articulate your firm's true worth by re-evaluating your pricing model. 

Is your financial advice firm built around a business model that clearly communicates your customer value proposition?

"Financial planning has long been about product and investment returns but it’s not about that. At the heart of it, it’s about the clients and their trust in their financial adviser." - Rob Jones

In this formative webinar, Rob Jones, Director at Peloton Partners Pty Ltd, is set to explore the ways in which financial advice firms should re-consider their pricing models to encompass all aspects of their expertise, including the intangible factors that contribute to the quality of services they provide. 

From modifying your current business plan to project management and implementation, Rob's insights will help guide you towards unlocking your firm's full potential. 

What will the webinar cover? 

  • Establishing a clear customer value proposition
  • Strategies for how to change your pricing model to reflect your firm's true value
  • Developing communications and implementation strategies

Webinar recording

This webinar was held on Thursday 7 December 2017 at 11:00 am AEDT. To view the recording, simply complete the form on this page and we will send you a link to the recording.



Rob Jones
Rob is the Director at Peloton Partners Pty Ltd. He started off his career in finance as a part-owner of The Money Managers Ltd., becoming a General Manager (5 years) and then the CEO (3 years). Whilst at The Money Managers, Rob established a division to co-own and manage start up financial planning businesses. This grew to seven practices and $280 million in FUM. As CEO, Rob led a team of 53 staff based in six locations with a budget of $12mil and EBITDA of $4.3 million.

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