by Jim Stackpool | Apr 20, 2022 | Advice Clients, Future of Financial Advice, Leadership, Measures of Success, Mindsets, Priorities, stages of growth
I doubt there is such a thing as ‘the ideal advice client’. The continual changes in regulations, alliances, networks, competitions, suppliers and markets make a clear definition difficult. Internally too, a firm’s experience, expertise, systems, teams and existing...
by Jim Stackpool | May 1, 2008 | Career Management, Client Care, Trust Skilling
“Every adviser knows that if they have to prove that they are worthy of trust, however good may be their arguments, in fact, their trust is gone.” Walter Bagehot (1826-1877). English social scientist and literary critic, editor of The Economist. Regardless of whether...
