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In this episode, Andrew is joined by Rob Jones and Richard Abbey from Peloton Partners. They discusses their approach to transforming financial planning practices through evidence-based pricing strategies that help advisers better understand and communicate their value to clients.
Rob Jones LinkedIn: https://www.linkedin.com/in/rob-jones-b473994/ Richard Abbey LinkedIn: https://www.linkedin.com/in/abbeyrichard/ Peloton Partners Website: https://www.pelotonpartners.com.au/ Peloton Snapshot: https://www.pelotonpartners.com.au/peloton-snapshot/ Brenton Miegel Podcast Episode: https://ensombl.com/podcasts/engine50/ Daniel Harris Podcast Episode: https://ensombl.com/podcasts/engine53/
Visit The Adviser Portal and partner with Zurich and OnePath today: https://ensombl.com/go/20250401
Recognise real-world learning as CPD: https://ensombl.com/cpd/
General Disclaimer – https://www.ensombl.com/disclaimer/
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Listen to the best highlights from the podcasts you love and dive into the full episode