by Jim Stackpool | Jun 1, 2023 | Advice is not a Product, advisers v distributors, best practice, client conversations, Delivering Value, Financial Paths, Future of Financial Advice, Greater Good, Growth Stress, Separation of advice from product, valuable advice, Value of Advice, Value Proposition
Heard of Learned Helplessness? It is a condition first researched in the 1960s by a team of psychologists that included Professor Martin Seligman. A group of dogs were given mild electric shocks. Some dogs could press a button to stop the shocks, while a second group...
by Jim Stackpool | May 1, 2010 | Client Care, Engagements, Fee For Service
Implementing a fee for service proposition for your financial planning business without addressing the fundamental issue of adding real value for your clients is akin to getting dressed up as a mighty Sydney Swans player and thinking you’re therefore entitled to play...