AdviceTech Podcast 159 – YourLeadOut

Earn 0.75 CPD Points

Technical Competence Client Care & Practice Professionalism and Ethics 0.75 CPD Pts

Complete the quiz to earn 0.75 CPD Points

Quiz

Podcast

AdviceTech Podcast 159 – YourLeadOut

Details

This week, Pat is joined by Rob Jones, Founder at Peloton Partners. They discuss how Peloton Partners evolved from spreadsheet-based consulting to the YourLeadOut technology platform to help advice firms price their services more fairly, consistently, and profitably by quantifying both tangible and intangible value, leveraging data, benchmarks, and emerging AI.

Accreditation Points Allocation:

0.25 Technical Competence

0.25 Client Care and Practice

0.25 Professionalism and Ethics

Learning Outcomes

The goal of this content is to broaden the learner’s understanding of how to:

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AdviceTech Podcast 159 – YourLeadOut

Podcast

AdviceTech Podcast 159 – YourLeadOut

Quiz

Details

Learning Outcomes

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