by Jim Stackpool | Jan 8, 2013 | Client Offerings, Niche Market, Value Proposition
My old uncle Martin loved his job. His enthusiasm for what he did was so infectious, every time I was with him I wanted to do whatever he did when I grew up. He was an aeronautical engineer for Qantas. When I was young, he took me on a few night-time tours into his...
by Jim Stackpool | Sep 1, 2009 | Advice Products, Client Care, Client Offerings, Leverage, Planning, Stock Market, Trust Skilling
As confidence in our economic recovery improves, confidence in our financial planning industry seems to be getting worse. As events unfolded last year, clients generally remained loyal to their planners, recognising that most of the greedy, reckless antics causing the...
