Activity – Certainty Advice Group

Jim Stackpool wrote a new post, Facing the inconvenient truth – disappearing on-going advice fees…. 1 week, 6 days ago

Jim Stackpool wrote a new post, Deliver value – not products, solutions or hours. 4 weeks ago

Jim Stackpool wrote a new post, The Use of 'Go/No-Go' Advice Clauses 1 month, 1 week ago

Jim Stackpool wrote a new post, Reinventing Advice – Less is More 1 month, 2 weeks ago

Jim Stackpool wrote a new post, What is Advice? 2 months ago

What is advice?

Advice isn’t information.

Information is a cog within an advice framework, much like cogs within a watch. Technically, it’s crucial to understand the performance of each cog, but by itself, i […]

Jim Stackpool wrote a new post, Working 'on it' or 'in it'? Which one, but not both… 2 months, 1 week ago

Jim Stackpool wrote a new post, Financial Advice, Steel Axes & the future… 2 months, 2 weeks ago

Jim Stackpool wrote a new post, Tokyo Games, Regulators and Public Good 2 months, 3 weeks ago

The plagued 2020 Tokyo Olympics started last Friday.

A year late, 11,000 athletes, no spectators, and the country’s daily Covid-19 cases rising daily.

Russia is not competing.

The country is banned by the […]

Jim Stackpool wrote a new post, Handling those rare opportunities that transform advisory teams 3 months ago

Jim Stackpool wrote a new post, Thanks, but no thanks… 3 months ago

Jim Stackpool wrote a new post, What advisers can learn from Marlboro Man 3 months, 2 weeks ago

Jim Stackpool wrote a new post, We are growing but… 3 months, 3 weeks ago

Jim Stackpool wrote a new post, Who exactly is getting ripped off here? 3 months, 4 weeks ago

A while ago I facilitated a pricing review session for a Adelaide firm with a number of senior advisers.

The firm was an amalgam of a couple of firms over the previous few years with each of the principals […]

Jim Stackpool wrote a new post, Why Advisers Need Minimum Fees 4 months ago

Jim Stackpool wrote a new post, Uplifting Client Fees – Scope changes, best interests and worth. 4 months, 1 week ago

Jim Stackpool wrote a new post, Fees for Service or Fees for Access? 4 months, 2 weeks ago

Jim Stackpool wrote a new post, Team best interests or client best interests? 4 months, 3 weeks ago

Jim Stackpool replied 4 months, 3 weeks ago

Cheers Paul – all good thank you – appreciate the feedback

Jim Stackpool wrote a new post, Advising the goal-less? 5 months ago

Jim Stackpool wrote a new post, Clients kicking 'own goals' using Adviser's tools 5 months, 1 week ago

Own goals in football are nightmares for footballers.

Own goals in financial services however are rarely noticed.

An own goal in football occurs due misjudgement, misfortune or freak incident when a player […]

Jim Stackpool wrote a new post, Goal-setting or Goal-washing? What advisers can learn from the space program… 5 months, 3 weeks ago