• Pricing Your Worth and a Guide to Year-End Planning

  • 2024/12/13
  • 再生時間： 7 分
  • ポッドキャスト

Pricing Your Worth and a Guide to Year-End Planning

無料で聴く

ポッドキャストの詳細を見る

  • サマリー

  • In this weekly recap, Amber Kuhn highlights fee management and strategic business planning. On Monday, Matthew Jarvis was joined by Lacey Shrum from Smart KX to explore the often-overlooked art of billing and fee collection. They revealed that many advisors underestimate their value, leaving money on the table through inconsistent billing practices and fear of raising fees.

    On Thursday, Jamie recommended taking a strategic approach to year-end business planning. She introduced the "3 Ps" client evaluation method: assessing clients' personability, productivity, and profitability. Jamie broke down essential metrics for financial practices, including pipeline analysis, client account sizes, and critical financial calculations like EBOC (Earnings Before Owner Compensation) and EBITDA.

    Resources in today's episode:

    - Episode Website
    - Fee Billing Faux Pas: How Advisors Lose Money Without Realizing It With Guest Lacey Shrum [Episode 286]
    - Show Me Your EBITDA
    続きを読む 一部表示

あらすじ・解説

In this weekly recap, Amber Kuhn highlights fee management and strategic business planning. On Monday, Matthew Jarvis was joined by Lacey Shrum from Smart KX to explore the often-overlooked art of billing and fee collection. They revealed that many advisors underestimate their value, leaving money on the table through inconsistent billing practices and fear of raising fees.

On Thursday, Jamie recommended taking a strategic approach to year-end business planning. She introduced the "3 Ps" client evaluation method: assessing clients' personability, productivity, and profitability. Jamie broke down essential metrics for financial practices, including pipeline analysis, client account sizes, and critical financial calculations like EBOC (Earnings Before Owner Compensation) and EBITDA.

Resources in today's episode:

- Episode Website
- Fee Billing Faux Pas: How Advisors Lose Money Without Realizing It With Guest Lacey Shrum [Episode 286]
- Show Me Your EBITDA
続きを読む 一部表示

Pricing Your Worth and a Guide to Year-End Planningに寄せられたリスナーの声

カスタマーレビュー：以下のタブを選択することで、他のサイトのレビューをご覧になれます。

Audible.co.jp

Amazon.co.jp
レビューはまだありません。