by Jim Stackpool | May 18, 2023 | Advice is not a Product, advisers v distributors, best practice, Pricing Advice, Separation of advice from product
I’ve got the best job in the world. Clients pay me to observe and recommend paths they’ve already considered. Such as a pricing session I ran for a fast-growing advisory firm. I knew it would be interesting when I read in the pre-work that one director had...
