by Jim Stackpool | May 11, 2022 | advisers v distributors, Best Interests, Certainty Advice, client conversations, Leadership, Ongoing Relationships, Planning, Priorities, Royal Commission, Uncategorized, Value of Advice, Value Proposition
Seen the Red Bull ‘gives you wings’ ads? Whether you like the drink or not, Red Bull’s advertising clearly aims to inspire people to achieve more in their lives. A similar message for financial advice. ACHIEVE MORE Valuable advice provides clients...
by Jim Stackpool | Dec 10, 2021 | Advice is not a Product, Value of Advice, Value Proposition
Whose best interests are recurring advice fees serving? The clients or the advisory firms serving them? Possibly both. Possibly neither. PROLIFIC Recurring fees are everywhere. The valuations of most real estate firms are often dependent upon the recurring fees earned...
