Finding Scale Through Innovative Solutions and Pricing with Kate Holmes

Recently, many new industry ideas and innovations have centered around business models and pricing. And as the advisor landscape continues to shift, it's important that you keep an open mind about these changes.

On this Elementality podcast, Kate Holmes, a CFP® Women's Initiative council member, is Reese's special guest. Kate talks about her role on the council, about the industry's global growth, and then offers her insights about how to think about pricing as you establish your value with clients.