by Jim Stackpool | Oct 9, 2019 | Advice Products, advisers v distributors, Best Interests, Competitive pressures, Future of Financial Advice, Hayne Royal Commission, Leadership, Value of Advice, Value Proposition
“Life moves on, and so should we.” Have you read Who Moved My Cheese by Spencer Johnson? It’s one of those annoyingly good books that easy to read, makes lots of good sense, yet hard to implement. It reminded me of the state of financial advice in Australia....
by Jim Stackpool | Jun 27, 2019 | Advice Products, Best Interests, Client Care, Client Offerings, Conflict of Interest, Latest News, Pricing Advice, Royal Commission, Vertical Integration
“At the end of the day, average people are going to be the ones; they are going to have to pay for all of this. Because they always, always do” ~ Mark Baum, played by Steve Carell in THE BIG SHORT. We still don’t get it. Did you see or read The Big Short? Great...
by Jim Stackpool | Feb 15, 2019 | Advice Products, Best Interests, Client Offerings, Fee For Service, Future of Financial Advice, Hayne Royal Commission, Royal Commission
“When you’re up to your armpits in alligators, it’s difficult to remember that the original objective was to drain the swamp.” The Hayne report was an anti-climax. When our Treasurer announced the report with “From today, the banking sector must...
by Jim Stackpool | Jan 31, 2019 | Advice Products, Best Interests, Pricing Advice
My family is full of creative types. All the kids and wife are active artists, except me. Actresses, writers, drawers, and designers. All super talented – of course. But I was a tad surprised when some of their drawings and works were recently bought for use on...
by Jim Stackpool | Dec 18, 2018 | Advice Clients, Advice Products, Best Interests, Fee For Service, Hayne Royal Commission, Royal Commission
Maybe there is a beast…maybe it’s only us.” ~ Lord of the Flies – William Golding What happens when genuine people are caught in a disingenuous place? What did the people working on Manus Island caring for Australia’s unwanted refugees best do about their...
by Jim Stackpool | Sep 20, 2018 | Advice Clients, Advice Products, advisers v distributors, Certainty Advice, language, Meetings, Mindsets
How do you know you’re having good financial advice conversations? What are the things to listen out for, to query, or to notice to confirm you having good advice conversations to ensure you’re on track for your best possible financial...
