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 31, 2022 | best practice, Business Performance, Business Planning, Future of Financial Advice, growth, Growth Stress, Leadership, Measures of Success, Planning, Productivity, Profitability, Successful On Purpose, Transformations, Valuable Lessons, wobble theory
I was consulting with a firm recently. They sought advice concerning their massive growth opportunities. Like most advisory firms today, they were enjoying a solid flow of new clients. Thanks to good networks, they were also attracting talented senior advisers...
