by Jim Stackpool | Apr 18, 2024 | Uncategorized
DISCOVERERS & EXPLORERS A great influencer of mine died last week. He was 95 – a close cousin of my father. He fought, laughed and played hard until his last tough weeks. A showman. A preacher. A rebel. A community-builder. Gawd, he could talk and boom his way...
by Jim Stackpool | Mar 20, 2024 | Advice is not a Product, Best Interests, Certainty Advice, Greater Good, Growth Stress, Mindsets, Rugged Individualist, Serve the Greater Good
Molly recently cared for a client facing an unexpected life-changing decision to move directly from a hospital stay into a nursing home. Going home was not an option. It was a challenging situation at the best of times, but in this case, it became heart-rending when...
by Jim Stackpool | Feb 15, 2024 | Advice Clients, Advice Conversations, Advice is not a Product, advice skills, Certainty Advice, Complexity, Corporations Act, Financial Governance, Financial Paths, Future of Financial Advice, Leadership, LIfe Choices, Rugged Individualist, valuable advice, Value of Advice, Value Proposition
Laurie wants to stop and retire. Originally from New Zealand, he built a landscaping business from nothing in 1986 to the best on the north coast. He reckons he is working harder than ever. Finding and keeping staff is getting harder. Dealing with their attitudes is...
by Jim Stackpool | Jan 31, 2024 | Advice Clients, Advice Conversations, Advice is not a Product, advice skills, Certainty Advice, client conversations, Complexity, Financial Complexity, Financial Paths, Financial Stress, Future of Financial Advice, Pricing Advice, skills
Bella has run her small architecture firm for over 20 years. As the demand for her work grows, so do her costs. At 52 years old, she had hoped for more options. Since a messy divorce seven years ago, she has spent all reserves from the settlement and parent’s...
by Jim Stackpool | Dec 20, 2023 | Advice is not a Product, advisers v distributors, Conflict of Interest, Delivering Value, Future of Financial Advice, Serve the Greater Good
I spent many Saturday mornings at Harry’s Hardware on Whistler Street in downtown Manly after Anna and I bought our “renovator’s delight” on Manly flat. Harry had an old-style cluttered store when hardware stores used to be as common as...
by Jim Stackpool | Nov 30, 2023 | Delivering Value, difficult conversations, Future of Financial Advice, Growth Stress, Leadership, perfectionism, Rugged Individualist, Separation of advice from product, Serve the Greater Good, value, Value of Advice, Value Proposition
Both my parents smoked. Like chimneys. As kids, we’d munch down our morning cornflakes surrounded by last night’s dirty ashtrays. The perfect Christmas present for Dad was a sparkling new ashtray. Little did we know the dangers of smoking. Kind of...
by Jim Stackpool | Nov 16, 2023 | best practice, Business Performance, Business Planning, difficult conversations, Future of Financial Advice, Leadership, stages of growth
I’ve run three marathons and a dozen half-marathons. I take my running gear whenever I’m travelling overnight. I love what running does for me. That’s thanks to Pete Talty. Regardless of the conditions, Pete was always there. 6am every Saturday, waiting at the bottom...
by Jim Stackpool | Nov 2, 2023 | Activity v Productivity, Advice Conversations, best practice, Business Performance, Client Meetings, Client Offerings, Collaboration, Covid-19, Delegation, Future of Financial Advice, Impact, Leadership, Rugged Individualist
My wife Anna loves book club. She comes home from their dinners with a new thought-provoking discussion sparked by the book, regardless of whether she liked it, read it or hated it. Their latest was Lessons in Chemistry, which also recently began as a series on Apple...
by Jim Stackpool | Oct 18, 2023 | Business Performance, Future of Financial Advice, Growth Stress, Leadership, stages of growth, Successful On Purpose
I’m a rugby union tragic. I loved playing the game until one too many concussions meant I shouldn’t run on ever again. I love watching local games. A highlight of my sporting year used to be watching our Wallabies in national games. Unfortunately, our team...
by Jim Stackpool | Oct 5, 2023 | Advice Clients, Advice is not a Product, advisers v distributors, best practice, Financial Paths, Future of Financial Advice, Rugged Individualist, Value of Advice, Value Proposition
How do advisory firms methodically create and manage deep client trust? While protecting profitability and reducing dependency, building advice platforms and skills for advice teams to build deep trust in their client relationships is the third of six principles...
