Calculating and Proposing the Price of Advisory

Overview

Explore how movements in the financials are simply the result of actions taken, and how you can understand the narrative around that.

In this guide you'll learn

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  How you can seek to sell services the client never knew they could purchase
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  The process of checking in with clients to understand if the scope of work is correct
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  Why advisors are price makers, and not price takers
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  Why advisory services are not commodities