by Jim Stackpool | Feb 1, 2009 | Case Studies, Client Care, Consultative Approach, Niche Market, Strategic Alliances
Darryn Fellowes openly describes himself as a petrol-head. So it’s not surprising that the first research paper he and his firm researched and published studied the financial complexities of running a successful motor vehicle dealership. He has always loved cars....
by Jim Stackpool | Dec 1, 2008 | Client Care, Client Offerings, Leadership, Niche Market
“Adversity is the first path to truth.” Lord Byron Earlier this week, Gavin Chappell from Strategic Wealth Solutions – one of our clients with two offices in Sydney – rang me on his way home. “I was reminded today why I love my job and this business”. He was upbeat as...
by Jim Stackpool | Jul 1, 2008 | Business Performance, Client Care, Niche Market, Wealth Management
When you have a reputation for expertise, clients and professional networks will refer new clients who fit your target market An adviser attending one of our recent workshops greeted me and smiled, saying, “I want to thank you because I’m really kicking some goals....
