by Jim Stackpool | Mar 27, 2019 | Best Interests, Fee For Service, Value Proposition, Wealth Management
Remember how we used to buy memories? We’d buy some film for our camera. While we don’t buy film anymore, we still value memories. In fact, we value and share memories more than ever – about 300 million photos uploaded every day. That growth wasn’t anticipated,...
by Jim Stackpool | Jul 6, 2011 | Meetings
Part 2 of this series discussed the importance of setting aside assumptions based on experience with traditional methods of financial planning. The relationship you’re aiming to establish with your clients differs from the traditional financial planning...
by Jim Stackpool | Aug 1, 2009 | Niche Market, Planning, Pricing Advice
It’s ironic that many financial planners may have failed to financially plan for the most important future of all – their own. Change is coming It matters little which stance you take in the debates about commission. The greed behind the global financial crisis, the...
