This paper presents a multi-layered valuation framework for pricing investment advisory services, using service modules as product specification and a reference base for pricing. The aim is to bridge the gap between investment advisors and marketing experts with a common ground for service design, valuation and value-based pricing of investment advice. The framework uses two nested propose-and-revise loops covering three different layers: Product configuration, qualitative valuation, and pric
Dona D. Mommsen-Ghosh