This agent helps partner managers guide firms through building a clear, defensible pricing model for their advisory services.

Example firm used in this walkthrough: A Miami-based firm with approximately 150 SMB clients offering tax prep, bookkeeping, payroll, and CFO services, but with people advisory services (401k, health insurance, HR consulting, and benefit admin) not yet priced.

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How the Agent Works

The Advisory Pricing Agent works through a guided conversation. You provide a few simple inputs:

• The firm’s service mix
• Their client profile
• Their goals

From there, the agent builds a complete pricing model. It analyzes where advisory work is already happening but not priced, then generates a structured pricing dashboard with recommended tiers, margin assumptions, industry benchmarks, and a narrative the firm can use in client conversations.

The agent is designed to be flexible. Firms can run it with real numbers if they have them, or use defaults if they’re still shaping their advisory strategy.

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What the Output Looks Like

The agent generates an Advisory Pricing Dashboard with six sections:

1. Current Fee Snapshot — An overview of the firm’s existing fee structure, highlighting where advisory services are currently priced at zero.
2. Market Trends — Relevant trends shaping advisory pricing.
3. Industry Benchmarks — Pricing benchmarks to contextualize the firm’s positioning.
4. Local Peer Landscape — How the firm compares to peers in their market.
5. Ideal Prospect Profiles — The client types best suited for advisory services.
6. 90-Day Path — A concrete plan to land the firm’s first paying advisory client.

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Example Output

For the Miami firm in this walkthrough, the agent identified approximately $90,000 to$340,000 in unpriced advisory services already embedded in existing client relationships.

Each section gives partner managers a structured way to guide the conversation, starting with where the firm is today and ending with a concrete monetization plan.

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How the Partner Manager Should Use It

Position the dashboard as a starting point, not a final answer. The agent gives the firm a model they can react to and adjust based on their client mix, their margins, and how deep they want to go in people advisory.

It also opens the door to broader advisory conversations: what’s included, what’s not, and how they want to package their expertise.

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How This Connects to the Other Agents

The Pricing Agent works directly with the other agents in the Firm Growth Kit:

1. Positioning Agent (Website Audit) — Identifies advisory gaps and opportunities.
2. Pricing Agent — Turns those opportunities into a monetizable advisory offering.
3. Communications Agent — Ties it all together with scripts and messaging.