Home Opinions Kelly Nokleby, EA, on Bundled Services

Kelly Nokleby, EA, on Bundled Services

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Woman working as advisor with old couple or financial consultant talking to elderly people. Senior husband and wife meeting health insurance broker or retirement plan agent in office

Kelly Nokleby, owner of Books by Kelly, discusses the concept of value pricing and bundled services. She shares how she looked at the services most-used by her clients to bundle them into four separate base packages structured in a way that adds value and meets client needs.

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