Peleton Partners Business Analysis and Advice Pricing Case Study Webinar

Join Peleton Partners as they delve into an IFOCUS review of a current CPAL firm, examining the below.

• Financial analysis (P&L)
• Client demographic analysis
• Peer benchmark and business metrics analysis
• Current level of pricing and how that compares to the market and peers
• Adviser remuneration analysis
• Recurring revenue uplift assessment
• Valuation opinion (P&L) and business impact of making a change if applicable

The session will explain how your data can transform your data into actionable strategies to ensure your business is optimised for the opportunities of today and tomorrow. We will show you how to inject some science into pricing your value and services ensuring its right for clients and your business.

Click here to watch the recording.