2Bobs—with David C. Baker and Blair Enns cover image

To Standardize or Customize

2Bobs—with David C. Baker and Blair Enns

CHAPTER

Balancing Standardization and Customization in Services

This chapter delves into the critical balance between offering standardized services and customizing them for high net worth clients in financial planning. It emphasizes the need to align pricing with customized offerings to avoid unsustainable business practices.

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