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Pricing Practices for Improving Revenue Outcomes

Date: July 11, 2023

Speakers: David Lincoln, Partner, WISE

                      Doug Trott, Founder and former CEO, PriceMetrix

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As firms have seen margins evaporate in the face of lower returns and increasing costs, they have been asking us about what novel approaches to increasing revenues we've seen in the WISE community. We are inviting select industry leaders to join this session with David Lincoln and Doug Trott. We will explore some common beliefs around field price decision-making and share new insights derived from over 250,000 accounts that may inspire you to revisit your approach to setting and deciding on the price for the value you deliver.

Key takeaways include:

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• Tactics for improving realization rates

• Common myths on pricing discounts

• Strategies for improving pricing practices

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Download the presentation slides here.

About WISE

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WISE is an analytics and advisory firm founded on the belief that wealth managers and trust companies deserve the type of high-quality data analytics that are common elsewhere-especially regarding growth, sales, pricing, staff productivity, and profitability.

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