Episode

Profitability, Pricing & Capacity: Data-Driven Insights with Rob Jones of Peloton Partners

Podcast
The Trusted Adviser
Published
Sep 25, 2025
Duration seconds
3850
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https://thetrustedadviser.podbean.com/e/profitability-pricing-capacity-data-driven-insights-with-rob-jones-of-peloton-partners/
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https://mcdn.podbean.com/mf/web/9uhenkw86xdhs9m8/The_Trusted_Adviser_Podcast_-_Rob_Jones6ygsw.mp3
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Summary

In this episode of The Trusted Adviser podcast, Rob Pyne speaks with Rob Jones, co-founder of Peloton Partners and a leading authority on pricing and profitability in financial advice. Rob shares why many firms leave money on the table, the limitations of traditional benchmarking surveys, and what his unique data reveals about capacity, adviser pay, and the real drivers of profitability. If you want to understand how to price advice fairly and build a more sustainable, profitable business, this conversation is packed with practical insights.