In my last post, I posed the question whether you price the whole job for your clients, or only your part of it. I’ve found there are generally two approaches to pricing jobs where our advice is interwoven with ‘other financial aspects’ in our clients’ lives. The...
In my last post (Part 1), I introduced you to my Uncle Martin and his enthusiastic approach to what he did as a specialist aeronautical engineer working for Qantas. I also commented that many of the financial planners I know take a similar approach to their work as my...
