by Jim Stackpool | Jun 14, 2013 | Financial Complexity, Mindsets, Pricing Advice, Value Proposition
In my last post (Part 1), I shared my memory of a conversation that took place at one of my recent one-day workshops in Brisbane, between Lance Cheung of the ‘tiny giant’ firm Parinity, and a number of older, more experienced advisers. The conversation launched when...
by Jim Stackpool | Feb 14, 2013 | Professionalism, Value Proposition
Now let’s refer to the Advice Proposition Grid that we use with the financial advisory firms that use our business consulting. Simplistically, the Advice Proposition Grid attempts to define four broad advice propositions. Importantly it is expected that professionals...
by Jim Stackpool | Oct 1, 2010 | Client Care, Client Offerings, Fee For Service, Financial Complexity, Pricing Advice
Good painters don’t paint on top of previously painted, cracked, chipped, well-worn exteriors without first preparing the surfaces. Dodgy renovators, when their work is not subject to close inspection, can easily deceive their clients with their fresh and shiny...
