by Jim Stackpool | Jun 16, 2021 | Best Interests, best practice, Business Planning, Client Care, Growth Stress, Minimum Fees, Pro Bono, Public Good
Margie contacted me seeking advice. She had an extraordinary business model built upon one of the most fanatical commitment to serve her clients, I’ve seen. SERVING THE PUBLIC GOOD For her own reasons, Margie preferred to spend the first few meetings with...
by Jim Stackpool | Jan 20, 2021 | Advice Clients, Business Performance, Business Planning, Client Offerings, Consultative Approach, Fee For Service, Pricing Advice, value, Value of Advice
Imagine a hole-buyer and a hole-digger met at the local hotel to discuss a much-sought-after hole. After a few drinks, the job is agreed with the digger starting as soon as possible. Next day the digger is on-site unloading the digging gear out the back of the digging...
by Jim Stackpool | Oct 6, 2020 | Advice Clients, Business Planning, Certainty Advice, Client Offerings, Compliance, Measures of Success, Priorities, Successful On Purpose, Value Proposition
I love Monty Python humour. Remember the crucifixion or freedom skit from “Life of Brian”? Michael Palin playing the whimsical centurion questioning a line-up of captives regarding their fate or freedom. Many financial advisers seem to have become...
