Planner Pulse 009: Jim Stackpool — Value, pricing and the changing advice model

Today I chat with Jim Stackpool, who provides consulting and training that helps advisers build profitable, productive and valuable practices.

Listen and learn

In this episode you'll discover:

  • The importance of demonstrating value

  • Jim's view about pricing and commissions

  • How consumer sentiment is demanding advisers change the traditional product focused view of advice

  • Examples of advisers that are practicing the new advice model and reaping the rewards

  • Jim's long-term view for changing the advice business for the better

The question is, what do people value?
— Jim Stackpool