by Jim Stackpool | Oct 5, 2021 | Advice Clients, Advice is not a Product, advisers v distributors, Growth Stress, Leadership, Measures of Success, Pricing Advice, Professionalism, Public Good, Successful On Purpose
One of my favourite books is Daniel Kahneman’s Thinking, Fast and Slow. The following is from the book’s introduction… “As we navigate our lives, we normally allow ourselves to be guided by impressions and feelings, and the confidence we have in our...
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...
