How to Productise Financial Advice

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Many financial planners segment their clients.

Few actually change how they deliver advice.

In this episode of PROpulsion LIVE, we explore the next step in building a modern advisory firm: productising your services.

Segmentation helps you understand your clients.
Productisation helps you run a scalable business.

You will learn how to move from vague promises of “comprehensive advice” to clearly defined service packages with structured delivery, clear outcomes, and pricing that reflects the value of planning.

We cover:

• Why the traditional AUM model is under pressure
• The difference between segmentation and productisation
• How to build clear service tiers based on complexity
• How to turn your advice into repeatable services
• Why CRM workflows are essential to deliver consistent advice
• Practical steps to start productising your firm this month

This episode is part of our 2026 theme: From Knowing to Doing.

Most advisers already know they should segment, specialise, and systemise their work.
The challenge is implementation.

If you want to build a firm that is scalable, profitable, and easier to explain to clients, this conversation will give you a clear starting point.

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