by Jim Stackpool | Jul 20, 2026 | Advice Clients, Advice Pods, Advice Pools, advice skills, Consultative Approach
I was talking to Marcus recently. Ten years ago, he founded his firm. Sarah joined six years ago, Len seven. Each of them now runs their own pod, and for years it has worked well. Then, twelve months ago, Maddie left Len’s team. Maddie was Len’s constant...
by Jim Stackpool | Apr 6, 2022 | Advice Clients, Advice Pods, Advice Pools, Business Performance, Business Planning, Career Management, future of advice, Future of Financial Advice, Hiring advisers, Hiring Team Members, Impact, Leadership, Leverage, Measures of Success, Ongoing Relationships, Planning, Productivity, Professionalism, Quality Advice, Successful On Purpose
Advice firms start like most things in life – tiny. Like parents and their newborns, tiny firms owe their early years to their founders. They grow client by client, either delivering value or not. The value deliverers attract more clients, service existing...
