Sue is a guru with a wealth of wisdom on transitioning our business into the fee for service world. Her book “Pricing Advise” is a must read for anyone looking to transition their advice business to charging fees.
Recent Posts
- Why Dunbar’s number is not a relevant metric to use for financial advisers….
- Reflect, Plan, and Achieve: It’s a powerful time of the year for Financial Advisory Firms
- The problem with goal setting
- 4 things I wish I was told about goal setting
- The Power of Company Values: Building a Strong Foundation for Financial Services Businesses