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Show Notes
Earn 0.75 CPD here: https://quiz.ensombl.com/ENSO-26012904-23010001
0.25 Technical Competence
0.25 Professionalism and Ethics
0.25 Client Care and Practice
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.
Rob Jones LinkedIn: https://www.linkedin.com/in/rob-jones-b473994/
Peloton Partners Website: https://www.pelotonpartners.com.au/
A world of business efficiency awaits you at Netwealth: https://ensombl.com/go/20260130
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