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Jim Stackpool wrote a new post, The Greed Factors 1 month, 4 weeks ago
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Marina Apperley wrote a new post, Advice is more about the complexities in our lives than the goals 2 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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Marina Apperley wrote a new post, Advice: What are the Consequences? 2 months, 3 weeks ago
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Marina Apperley wrote a new post, The Financial Relationships in our Lives 3 months ago
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Marina Apperley wrote a new post, Time to make an impact 3 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 3 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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Jim Stackpool wrote a new post, FASEA – Destination or Stepping Stone? 6 months, 3 weeks ago
Read the latest October 2020 Guidelines for FASEA?
I initially expected these guidelines might provide the “rail lines” for advisory firms to align their growth. Thanks to an extraordinary 2020, advisory firms […]
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Jim Stackpool wrote a new post, Compliance or Priorities? 7 months ago
I love Monty Python humour.
Remember the crucifixion or freedom skit from “Life of Brian”? Michael Palin playing the whimsical centurion questioning a line-up of captives regarding their fate or […]
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Jim Stackpool wrote a new post, The value is in the details – theirs, not yours. 8 months, 2 weeks ago
I love flying.
Always have.
Long flights, short trips, big planes, tiny ones, hang-gliders, choppers.
When I was a kid, Dad would sometimes drive out to a small park on the Cooks River which bordered […]
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James Stackpool wrote a new post, Stop calling product recommendations advice 9 months, 4 weeks ago
Would you regard a product recommendation from a Toyota dealer or Apple store as ‘advice’?
Do you think bias makes a recommendation less valuable?
Do you think it matters?
Consider the ‘advice’ members […]
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James Stackpool wrote a new post, Congratulations…. 10 months, 1 week ago
Congratulations to the recently announced Top 100 Financial Advisers for 2020.
After exhaustive research and analysis by The Australian and Barrons, this list of talent represent the best in Australia.They d […]
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James Stackpool wrote a new post, What Advisers Can Learn from Artists? 10 months, 3 weeks ago
My son is addicted to art.
Big time.
Turn your back on him and he’s sketching something, leaving trails of charcoal fingerprints in unlikely places, getting lost in his own space. Even since he was five, his […]
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James Stackpool wrote a new post, The different advice firms during Covid-19… 11 months, 1 week ago
Covid-19 means different things to different advisory firms.
I believe this pandemic has identified at least four different types of firms.
So far, at least.
First, there are the […]
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James Stackpool wrote a new post, New Advice Narratives Needed 11 months, 1 week ago
What’s appealing about Elon Musk?
His car company defies market logic with valuations of 4x revenue while companies far more established and experienced clamour for valuations at fractions of their revenue (see […]
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James Stackpool wrote a new post, The Known Unknowns after COVID19 11 months, 3 weeks ago
Unlike zoos, most financial advisers believe they will emerge from this Covid-19 experience stronger.
The imposed lessons of offering flexible workplaces, the insights of client meetings via video links, the no […]
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James Stackpool wrote a new post, Hierarchy of Uncertainties… 1 year ago
“The reason most people do not recognise an opportunity when they meet it is that it usually goes around wearing overalls and looking like hard work” HENRY DODD
Covid19.
It won’t miss anyone.
It is cau […]
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James Stackpool wrote a new post, Like Never Before… 1 year, 1 month ago
Health care is being re-defined.
Massive innovation, collaboration, education, distribution, awareness, exhaustion.
And bravery.
Bravery continuing to serve the best health interests of patients, […]
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James Stackpool wrote a new post, Back to Basics 1 year, 1 month ago
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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.