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...
