Giles leads Pusateri’s Pricing Your Value® work, speaking to brokerages, private banks and asset managers on the topic of pricing integrity. He advises private wealth service teams and firms on pricing policies, including strategies that can reverse unnecessary pricing compression among premium and high-value wealth advisory teams. He’s written two white papers on re-establishing pricing integrity, reflecting on his observations from coaching more than 600 financial advisors on setting, correcting and defending their pricing.