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Finwise Mentoring | Pricing Confidence | Event Speaker
ABOUT
FINWISE CALCULATOR
FINWISE PROFESSIONAL YEAR
FINWISE BLOG
SERVICES
PY HANDBOOK
ABOUT
FINWISE CALCULATOR
FINWISE PROFESSIONAL YEAR
FINWISE BLOG
SERVICES
PY HANDBOOK
Why you’re doing 24 roles in your practice
Julie Matheson 3/6/26 Julie Matheson 3/6/26

Why you’re doing 24 roles in your practice

Financial Planning Principal weighing the demands of Professional Year supervision against a full client load.

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The future of advice pricing
Julie Matheson 29/5/19 Julie Matheson 29/5/19

The future of advice pricing

Here’s what advisers need to know to stay ahead.

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The three capabilities
Julie Matheson 29/5/19 Julie Matheson 29/5/19

The three capabilities

PY new entrant development starts with acting ethically and communicate with confidence.

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Why advisers underprice
Julie Matheson 29/5/19 Julie Matheson 29/5/19

Why advisers underprice

Business growth for practices and licensees.

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Why the Professional Year fails
Julie Matheson 29/5/19 Julie Matheson 29/5/19

Why the Professional Year fails

The Professional Year begins here.

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