by Jim Stackpool | May 17, 2022 | Advice Clients, Financial Complexity, Financial Paths, future of advice, Future of Financial Advice, Greater Good, Leadership, Mindsets, Releasing Clients, Serve the Greater Good, Uncertainty, Value Proposition
I love planes. I firstly obtained a gliders license in an old Blanik soaring above Narromine in 1980. I qualified for my private fixed-wing pilot license in 1984 at Camden airport when paddocks and chicken sheds still surrounded it, and later a commercial helicopter...
by Jim Stackpool | Sep 7, 2021 | Advice Clients, Go/No-Go Dates, Releasing Clients, Review Dates
Trust is central to advice. It acts like a road upon which all parties in an advisory relationship advance. Without the road, advisory relationships are doomed. A trusted relationship is one where someone is trusting and someone else is being trusted. David Maister...
