In this episode, I break down how I price advisory services in a way that works for both my clients and my business.
Pricing is often where advisory services stall—not because of value, but because firms are unsure how to structure recurring fees without underpricing their work or overcomplicating the offer. I walk through how I think about pricing, what to include, what to exclude, and why recurring revenue models remove stress on both sides.
I also explain how understanding what a client has already invested with you makes pricing clearer and more confident.
Listen to hear how I approach advisory pricing so there are no surprises, no billable hour pressure, and no uncomfortable conversations.