Pricing Mastery with Phil Little from Slipstream Group

In this episode, Rob sits down with Phil Little from Slipstream Group for a masterclass on pricing strategies that drive business growth. Phil, a former financial planner and successful business owner turned coach, delves into the importance of regularly reviewing pricing methodologies, tackling outdated fee structures, and ensuring consistency across clients. Together, they explore practical steps to align pricing with business goals, handle client discount requests effectively, and empower teams with fee confidence.
Whether you're aiming to enhance profitability, manage growth, or refine client engagement, this episode offers actionable insights to elevate your financial planning practice.