by Jim Stackpool | Feb 1, 2010 | Business Performance, Planning, Pricing Advice, Selling Your Business, Strategic Alliances, Talent
I sit on a number of ‘boards of advice’ of financial advisory firms. These ‘boards’ review business performance, formulate business plans, provide accountability to plans, and assist with the unique implementation challenges of change and development for each firm. To...
by Jim Stackpool | May 1, 2009 | Pricing Advice, Pricing Committees, Uncategorized
It’s unfortunate but not surprising that the majority of financial advisory firms have been badly caught out in the current marketplace with their old-fashioned, product-based pricing models. A few of these unfortunate firms are proactively experimenting with new...
