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...
by Jim Stackpool | Sep 27, 2018 | Business Performance, Measures of Success
How do Advice Firms Grow? In many ways. But I believe there are distinct patterns that if understood as part of a bigger cycle, it may help you grow faster or appreciate how you are growing (or why you are not growing as you’d hoped). I’ve developed a...
