7min chapter

Financial Advisor Success cover image

Ep 374: Turning Your Marketing Loss Leader Into A Positive Revenue Diversifier By Getting Clear About The Value with Dianne Nolin

Financial Advisor Success

CHAPTER

Transitioning Pricing Strategy

Exploring the evolution from undercharging to a structured invoicing system, the chapter highlights the shift towards valuing services rendered and proper compensation. It discusses the significance of accurately tracking billable hours and offering divorce support services as a strategic marketing tool to build client relationships and revenue. Emphasizing the transition to valuing work and developing multiple revenue sources, the speakers showcase the intentional approach taken by the financial analysts in tracking and billing every increment of time spent on client issues.

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