COFFEE+CATCHUP — The real cost of running myprosperity internally

​The platform fee is obvious. The hidden cost is internal hours. Let’s map it properly.

​Most firms can quote the platform cost.
Very few can confidently price the internal cost: training, chasing, exceptions, recuts, tidy-ups, follow-ups — the “just quickly…” work that often lands on your most expensive people.

​This session is about putting structure around:

• ​where the minutes actually go

• ​what “minutes per household” really looks like in busy teams

• ​the crossover point where in-house becomes margin leakage

• ​what should be owned internally vs what should be offloaded

• ​how to protect senior time and create scalability

​​Who should attend:

​​Advice principals / practice owners
Practice managers / operations leads
Advisers + client service teams who want a simple engagement process

​Format (30 mins):

​• 5 mins context
• 7 mins cost map
• 16 mins Q&A
• 2 mins wrap

​​What to bring:

​​One question you want answered 

​​House rules:

​​No judgment, no dumb questions
Practical > theoretical
No client-identifying details