by Jim Stackpool | Feb 2, 2022 | best practice, Brand Development, Business Performance, Business Planning, growth, Measures of Success, stages of growth, wobble theory
What is growth in 2022? For some firms growth in revenue is easier than growth in team members. For some firms growth in profits is easier than growth in amount of time off. For some firms growth in clients is easier than growth in ideal clients. For some firms growth...
by Jim Stackpool | Jun 1, 2010 | Advice Products, Business Performance, Client Offerings, Fee For Service, Niche Market, Planning, Selling Your Business, Strategic Alliances, Wealth Management
Imagine it’s Monday, July 2nd, 2012 – the first working day of Chris Bowen’s proposed changes for financial planners. What’s different from today? I’m betting the biggest change won’t be that obvious. The same financial planning brand names may be around, but...
