Lumiant and Peloton Partners present the second event in their webinar series - How Values will Drive Value for Practices.
In this session, CEO of Peloton Partners, Rob Jones, will be joined by Ty Cockle, CEO of Financial Foundations and Santiago Burridge, CEO of Lumiant to discuss how to price advice and how to show your value.
Participants will learn:
- How to calculate the cost of advice
- Lessons learned from going through a pricing change
- AMA Session with Rob, Ty and Santiago where you get to ask them any questions you have.
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