by Jim Stackpool | Mar 3, 2021 | Advice Clients, Best Interests, Client Care, Client Offerings, Consultative Approach, Financial Complexity, Ongoing Relationships, value, Value Proposition
Marketers love a good slogan. Goals-based financial advice is a good example. Advisory firms sometimes differentiate themselves on their goals-based advice capability to understand and identify their advice client’s aspirations. Some institutional advisory...
by Jim Stackpool | Jul 4, 2012 | Advice Clients
Like all services professionals, financial advisers provide their clients with services that they can’t provide for themselves. OK, that’s a given. To date, the majority of the financial issues that have created the demand for financial planning advice and services...
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...
