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Jim Stackpool wrote a new post, Tokyo Games, Regulators and Public Good 1 week 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 […]
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Jim Stackpool wrote a new post, Thanks, but no thanks… 2 weeks, 6 days ago
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Jim Stackpool wrote a new post, What advisers can learn from Marlboro Man 4 weeks ago
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Jim Stackpool wrote a new post, We are growing but… 1 month ago
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Jim Stackpool wrote a new post, Who exactly is getting ripped off here? 1 month, 1 week 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 […]
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Jim Stackpool wrote a new post, Why Advisers Need Minimum Fees 1 month, 2 weeks ago
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Jim Stackpool wrote a new post, Fees for Service or Fees for Access? 2 months ago
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Jim Stackpool wrote a new post, Team best interests or client best interests? 2 months, 1 week ago
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Jim Stackpool wrote a new post, Advising the goal-less? 2 months, 2 weeks ago
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Jim Stackpool wrote a new post, Clients kicking 'own goals' using Adviser's tools 2 months, 3 weeks 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 […]
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Jim Stackpool wrote a new post, The Greed Factors 4 months, 3 weeks ago
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Marina Apperley wrote a new post, Advice is more about the complexities in our lives than the goals 5 months ago
Marketers love a good slogan.
Goals-based financial advice is a good example.
Advisory firms sometimes differentiate themselves on their goals-based advice capability to understand and identify their advice […]
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Thanks Leon – great points. Agree from a product perspective, the goals of clients provide an important benchmark upon which we can help plan. However product is only one of four areas of comprehensive financial advice – the other three being the relationships, the environment and the behaviours which all affect the paths our clients try to follow. For you point about ‘how to demonstrate that value’ – we don’t. It’s less about ‘proving’ progress to our clients and more about client ‘confirming’ they are valuing the advisory relationship – important but vital mindset – comprehensive advisers don’t add value per se, they help their clients lead more valuable lives as a consequences of their work together.
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Marina Apperley wrote a new post, Advice: What are the Consequences? 5 months, 3 weeks ago
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Marina Apperley wrote a new post, The Financial Relationships in our Lives 6 months ago
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Marina Apperley wrote a new post, Time to make an impact 6 months, 1 week ago
The impact of the 2020 coronavirus is immeasurable.
What is measurable however is the impact of New Zealand’s Jacinda Ardern’s leadership overseeing her country’s response to the virus […]
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Marina Apperley wrote a new post, Beware Charging based upon Hourly Rates 6 months, 1 week ago
Imagine a hole-buyer and a hole-digger met at the local hotel to discuss a much-sought-after hole.
After a few drinks, the job is agreed with the digger starting as soon as possible.
Next day the digger is […]
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Cheers Paul – all good thank you – appreciate the feedback