Peloton Partners
At Peloton Partners, we help a range of financial services companies to achieve a right and fair fee for their clients and a right and fair return for their business – this is when all stakeholders win.
You are managing a raft of issues and opportunities, so we do the heavy lifting. We implement your pricing framework, enabling you to better present and substantiate your value in a way that is clear and compelling.
Along with specialised coaching around fee discussions, the framework provides confidence in advisers, provides transparency to your clients and is proven to materially increase the profitability of the business.
We Deliver Results
We have partnered with our clients to deliver the following results:
Our Approach
Peloton Partners, founded in 2011, is unique. We are the only business in Australia that specialises solely in implementing pricing frameworks for financial advisors. Our approach is distinct from traditional pricing models, which typically involve a percentage-based fee, a flat fee, or a hybrid of the two. We focus on four key elements:
Structured Framework
Built Cheap Novogas Jordan Outlet , adidas Introduces aditech stan Stan Smith , adidas Tensaur Run GS Navy Orange on algorithms that predict outcomes, ensuring a targeted firm profit goal that is subsequently delivered.
Individualized Client Pricing
Based on the complexity of their financial situation, the services provided, the cost to serve and the value to the client.
Advisor Conviction
In articulating and presenting the pricing framework to clients professionally and transparently at the same time as demonstrating the value delivered.
Long-Term Sustainability nike air max 97 navy yellow michigan release date
By efficiently conducting regular reviews to adjust fees based on client needs and circumstances.
The process of implementing this framework involves gathering financial data, normalizing it, benchmarking it against industry standards, and creating a calculator that aligns pricing with profitability. Advisors are then trained to understand and explain the pricing model to clients, leading to transparent and successful fee adjustments.
Typically, we project manage the transition of your end clients onto the new framework over 12months in conjunction with the review cycle. The overall aim is to help businesses increase their profitability and create a more sustainable financial advisory practice with all clients paying a fair fee.
We execute two specialist programs, iFOCUS and iDELIVER. These programs achieve a right and fair fee for the end client whilst maintaining a right and fair return for the business – this is when all stakeholders win.
iFOCUS
A forensic review to uncover the latent value in your company.
iDELIVER
A rigorous plan of action, for tangible air jordan 11 cmft black gold success.
News & Insights
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Where do I go from here?
Feel free to reach out for a chat, we’d love to hear from you. Alternatively, you can obtain a Peloton SnapShot of your current Client Pricing levels (compared to peers) by completing this form (3-4 minutes).