
Sign up to save your podcasts
Or


Recently, many new industry ideas and innovations have centered around business models and pricing. And as the advisor landscape continues to shift, it's important that you keep an open mind about these changes.
On this Elementality podcast, Kate Holmes, a CFP® Women's Initiative council member, is Reese's special guest. Kate talks about her role on the council, about the industry's global growth, and then offers her insights about how to think about pricing as you establish your value with clients.
By Jordan Haines, CFP®4.8
3535 ratings
Recently, many new industry ideas and innovations have centered around business models and pricing. And as the advisor landscape continues to shift, it's important that you keep an open mind about these changes.
On this Elementality podcast, Kate Holmes, a CFP® Women's Initiative council member, is Reese's special guest. Kate talks about her role on the council, about the industry's global growth, and then offers her insights about how to think about pricing as you establish your value with clients.

138 Listeners

2,178 Listeners

941 Listeners

744 Listeners

260 Listeners

8,557 Listeners

462 Listeners

244 Listeners

115 Listeners

25 Listeners

135 Listeners

995 Listeners

144 Listeners

15 Listeners

25 Listeners