by Jim Stackpool | Oct 6, 2022 | Advice Clients, Advice is not a Product, advisers v distributors, Benchmarks, Business Performance, Business Planning, dependency, future of advice, Future of Financial Advice, Leverage, Mindsets, Planning, Profitability, Separation of advice from product, stages of growth
An advisory team’s best days are usually those spent in front of their clients. As most people join the advice industry to help others lead better financial lives, the time spent in client discussions, resolving issues, identifying forward steps, and creating...
