Transforming Wealth Management Firms – Achieving Tangible Results, Not Just Recommendations
At Peloton Partners, we pride ourselves on being different from traditional consultants. We specialise on pricing, only pricing, and we don’t just offer advice. We work closely with your firm to implement proven frameworks that deliver real and measurable results. Our track record speaks for itself, with our clients consistently seeing a 25%+ uplift in recurring revenue.
Through our combination of iFOCUS and iDELIVER programs, we provide a comprehensive review and transformation of your firm’s pricing, ensuring sustainable profitability.
Our Approach:
iFOCUS – A deep dive into your firm’s current standing
We conduct an extensive review of your financial performance, client base, services offered, team structure, and revenue generation. The results are benchmarked against industry standards, providing a clear path for potential revenue growth. More details…iDELIVER – Implement your pricing framework
Building on the insights uncovered during the iFOCUS review, iDELIVER is all about execution— building clarity, conviction & confidence, turning recommendations into reality. More details…
Proven Success
With over 150+ firms transitioned, 450,000+ data points analyzed, and an overall 98% success rate, Peloton Partners has a proven track record of helping firms achieve an average uplift of 25% in recurring revenue and $18 million in profit impact.
Key Results:
- $120 million+ valuation impact
- 240+ advisers trained
- 98% success rate
Our team comprises experienced leaders who have successfully managed multi-million-dollar businesses and grown financial planning firms. We are dedicated to driving your firm’s success through actionable strategies and a hands-on approach to implementation.