How to Productise Financial Advice

About this episode

This episode explores how financial planners can productise their services to create clearly defined service packages and run a scalable business.

Send us Fan Mail Many financial planners segment their clients. Few actually change how they deliver advice. In this episode of PROpulsion LIVE, we explore the next step in building a modern advisory firm: productising your services. Segmentation helps you understand your clients. Productisation helps you run a scalable business. You will learn how to move from vague promises of “comprehensive advice” to clearly defined service packages with structured delivery, clear outcomes, and pricin...

People in this episode

Host: Francois du Toit

Topics covered

• financial advice
• productisation
• advisory services
• client segmentation
• scalable business

Keywords

• financial planners
• service packages
• structured delivery
• client segmentation
• comprehensive advice

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