by Jim Stackpool | Jun 19, 2024 | Activity v Productivity, Advice Clients, Advice Clients, Advice Conversations, Advice is not a Product, Certainty Advice, Client Offerings, Future of Financial Advice, Leadership, stages of growth, Successful On Purpose, Value Proposition
I’m a COBOL programmer. We moved out of our family home of 32 years last weekend, and I found an old coding template with a few punch cards that I have kept since the late 1970s. I didn’t think I was a hoarder (maybe?). It took me back to when the talent...
by Jim Stackpool | May 16, 2024 | Activity v Productivity, Advice Pods, advice skills, best practice, Client Meetings, Collaboration, Meetings, Transformative Advice, Value Proposition
4:52 pm March 23rd, 1995, will be special until my last breath. I had never been so elated before this moment. It was the birth of our first baby – Bec. At least half an hour later, as emotions settled, I wondered what had happened to our obstetrician. Nice guy,...
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 | Jun 15, 2023 | Activity v Productivity, Advice is not a Product, growth, Growth Stress, Referrals, referrals, Successful On Purpose
With two good friends, Anna and I just completed a 17-day walk across Northern England – the Coast to Coast – a through-trek charted fifty years ago by Alfred Wainwright. It was challenging. It couldn’t have been better. Britain’s Right to Roam offers walkers...
