by Jim Stackpool | Aug 4, 2022 | Advice Clients, Business Performance, Business Planning, Career Management, Competitive pressures, future of advice, Future of Financial Advice, Greater Good, Leadership, Productivity, Quality Advice, Serve the Greater Good, Transformations, Valuations, Value of Advice, Value Proposition
I love my vinyl record collection. It started when I discovered Electric Warrior in early ’76. The collection continues to grow despite Anna’s opinion that I’m a hoarder. Regular vinyl still beats the best digital sound – vinyl is so much bigger, brighter and better....
by Jim Stackpool | Jul 14, 2022 | Advice Clients, Advice is not a Product, Advice Products, Best Interests, Brand Development, Certainty Advice, client conversations, Complexity, Consistent, Consultative Approach, Delivering Value, Engagements, Financial Complexity, Financial Governance, future of advice, Greater Good, Hayne Royal Commission, Impact, Leadership, Professionalism, Serve the Greater Good, valuable advice, Value Proposition
I used to coach a guy I call Adviser Tony. Nice guy, experienced, founder of a successful advisory firm and well-respected in the advice industry. Tony once told me that when his clients ever squabbled about how they wanted to spend their retirement monies, he...
by Jim Stackpool | Jun 29, 2022 | Advice Clients, Advice Products, advisers v distributors, Best Interests, Brand Development, future of advice, Hayne Royal Commission, Leadership, Measures of Success, Public Good, Quality Advice, Separation of advice from product, Serve the Greater Good, valuable advice, Value of Advice, Value Proposition
Heard about Grameen Bank – the bank for the poor? It presents a powerful working model of trickle-up development. Founded in the mid-1970s by Muhammad Yunus in a country lacking first and second-world finance infrastructures, it has sprouted up in over 80,000...
by Jim Stackpool | Jun 15, 2022 | Advice Clients, Advice is not a Product, Best Interests, Brand Development, Business Planning, Certainty Advice, Conflict of Interest, fakeadvice, Financial Governance, Financial Paths, future of advice, Future of Financial Advice, Greater Good, Leadership, LIfe Choices, Measures of Success, Public Good, Separation of advice from product, Serve the Greater Good, valuable advice, Vertical Integration
I love the bush. I reckon it has something to do with my four grandparents being raised in NSW’s central west. It never ceases to amaze me how much I enjoy touring on unmarked open country roads with windows down and the elements whooshing in. Even when...
by Jim Stackpool | May 4, 2022 | Advice Clients, Advice is not a Product, Business Performance, Business Planning, Client Care, Consultative Approach, Delivering Value, future of advice, Future of Financial Advice, Ideal Advice Client, Leadership, Mindsets, Quality Advice
I love Netflix. I understand why their shows have earned more Oscar nominations in recent times than all other studios combined. Considering how they have grown from just another DVD rental service to become the world’s largest creator and streamer of quality...
by Jim Stackpool | Apr 28, 2022 | Advice Clients, Advice is not a Product, Brand Development, Business Performance, Business Planning, Client Care, Compliance, Delivering Value, future of advice, Ideal Advice Client, Leadership
One thing seems clear about the upcoming Australian election. Neither major party has the integrity to prepare us for the inevitable tax increases and spending cuts ahead. Our immature political cycle couldn’t handle it. Australia’s net debt has risen from...
