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95% of advisers are making this pricing mistake with Karl Dines episode artwork

EPISODE · Feb 7, 2025 · 46 MIN

95% of advisers are making this pricing mistake with Karl Dines

from The Plannex Podcast · host Plannex

In this episode we are joined by Karl Dines. Karl works with UK Financial Services Firms on a consultancy basis with his firm Open Door Policy Building Propositions. In this episode we explore the importance of understanding and documenting the true cost of financial advice, how firms often underestimate their costs of service delivery and the challenges of pricing models. Join our community: www.nextgenplanners.co.uk

What this episode covers

In this episode we are joined by Karl Dines. Karl works with UK Financial Services Firms on a consultancy basis with his firm Open Door Policy Building Propositions. In this episode we explore the importance of understanding and documenting the true cost of financial advice, how firms often underestimate their costs of service delivery and the challenges of pricing models. Join our community: www.nextgenplanners.co.uk

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95% of advisers are making this pricing mistake with Karl Dines

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Frequently Asked Questions

How long is this episode of The Plannex Podcast?

This episode is 46 minutes long.

When was this The Plannex Podcast episode published?

This episode was published on February 7, 2025.

What is this episode about?

In this episode we are joined by Karl Dines. Karl works with UK Financial Services Firms on a consultancy basis with his firm Open Door Policy Building Propositions. In this episode we explore the importance of understanding and documenting the...

Can I download this The Plannex Podcast episode?

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