by Jim Stackpool | Jul 7, 2022 | best practice, Business Performance, Business Planning, Career Management, future of advice, Greater Good, Growth Stress, Hierarchy of Uncertainty, Leadership, Leverage, Measures of Success, Methodical, Planning, Priorities, Productivity, Professionalism, Profitability, Quality Advice, stages of growth, Successful On Purpose
“I just want a handful of good clients without all the stress and grief.” This was from the principal of a well-established firm with a fast-growing team. It is a common situation facing owners who appear to have built a successful advisory firm but who...
by Jim Stackpool | May 31, 2022 | best practice, Business Performance, Business Planning, Future of Financial Advice, growth, Growth Stress, Leadership, Measures of Success, Planning, Productivity, Profitability, Successful On Purpose, Transformations, Valuable Lessons, wobble theory
I was consulting with a firm recently. They sought advice concerning their massive growth opportunities. Like most advisory firms today, they were enjoying a solid flow of new clients. Thanks to good networks, they were also attracting talented senior advisers...
by Jim Stackpool | May 25, 2022 | Future of Financial Advice, Ideal Advice Client, Mindsets, Pricing Advice, Profitability, Quality Advice, Royal Commission, valuable advice, Valuations, value, Value of Advice, Value Proposition
During a pricing workshop last month at the Affinia conference on Hamilton Island (is that place the world capital for golf carts?), an adviser shared a fee problem. An aged care expert in his team could not reconcile charging an advice fee equivalent to the price of...
