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...
by Jim Stackpool | Mar 9, 2022 | Hiring Team Members, recruiting, Uncategorized
I’ve long admired the business and advisory skills of Fausto Pastro. I’m grateful that I met him in 1995, relatively early in my consulting career as he epitomised the foundational principles needed to build great advisory firms. I was quoting him again...