Advisers sticking around will pay up for services
Posted on June 13 2019
“People say you won’t get advice firms to pay for services, but if you can deliver something they want and add value to their practices then my experience is they will pay for it.”
Supporting advisers and practices with the services they need and to genuinely implement initiatives is emerging as a need in Peloton’s view as advisers don’t always have the expertise or time.
In the link below Rob Jones CEO and Managing Director of Peloton Partners, discusses this important topic further at the 2019 Licensee Summit.