by Jim Stackpool | Aug 10, 2022 | Advice is not a Product, Brand Development, Business Performance, Business Planning, Career Management, Certainty Advice, Commoditisation, de-brief meeting, dependency, Engagements, future of advice, Future of Financial Advice, Leadership, Leverage, Methodical, Mindsets, perfectionism, Productivity, Quality Advice, Rugged Individualist, Separation of advice from product, Serve the Greater Good, stages of growth, Talent
The old fisherman with the summertime job running the rusty merry-go-round on Terrigal Beach taught me how to rig my fishing lines. He reckoned there was only one fishing knot I’d ever need – the locked half-blood knot. While my mates say I’m wasting money...
by Jim Stackpool | Jul 27, 2022 | Advice is not a Product, Certainty Advice, Delivering Value, Engagements, Financial Paths, future of advice, Future of Financial Advice, Impact, Leadership, LIfe Choices, Methodical, Professionalism, Quality Advice, Serve the Greater Good, Successful On Purpose, valuable advice, Value of Advice, Value Proposition
I reckon Shaftesbury Avenue was one of Australia’s greatest weight-for-age horses. Although dominated in handicapped races of the early 1990s by another great horse, Super Impose, I have always believed Shaftesbury was a better horse. I’m biased. My...
by Jim Stackpool | Jul 20, 2022 | Advice is not a Product, advisers v distributors, Financial Paths, Hayne Royal Commission, Public Good, Separation of advice from product, Serve the Greater Good, valuable advice, Value of Advice, Value Proposition, Vertical Integration
I love trekking. I used to regard anyone walking with poles as a tad too keen. Now I’m one of those pole people. It is not just the poles. I’m discovering all sorts of great, weird stuff. For instance, I don’t know what it is, but I find the combination of conversing...
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 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 | Jun 9, 2022 | Advice is not a Product, ASIC, Complexity, Financial Complexity, future of advice, Future of Financial Advice, Mindsets, Quality Advice, Separation of advice from product, Serve the Greater Good, valuable advice, value, Value of Advice, Value Proposition
Dear Minister Jones, Congratulations on your appointment as Minister for financial services. I read your early plans with both hope and trepidation about your priority to address the hot mess that is the Australian advice marketplace. I understand the weight behind...
