by Jim Stackpool | Apr 13, 2026 | Advice Conversations, advice skills, AI, best practice, Certainty Advice, Consultative Approach, Cultivating Advice workshops, Delivering Value, future of advice, Greater Good, LIfe Choices, Public Good, skills, Transformative Advice, valuable advice, value, Value of Advice, Value Proposition, Wealth Management
With the Middle East conflict pushing fuel prices to $3.50 a litre, cost-of-living decisions are changing daily lives. They have to. The headlines are constant. Their narrative tightens the pressure on short and long-term hopes. They also hide alternative ways to get...
by Jim Stackpool | Mar 23, 2026 | AI, Brand Development, Business Performance, Business Planning, future of advice, Priorities, Wealth Management
I met Richard and Wayne a couple of weeks ago. They run a well-regarded financial advice firm in Sydney’s Hills district. Ten people. Strong reputation. Good enquiry flow. Long enough in the game to have survived a few industry upheavals. They couldn’t...
by Jim Stackpool | Aug 25, 2025 | AI, Productivity
From Fiefdoms to Grower’s Markets: An Evolving Team Model Comprehensive financial advice teams are approaching a crossroad. Although scarred by compliance red tape and adapting to work-from-home models, unthinkable pre-COVID, these are golden times where...
by Jim Stackpool | Oct 20, 2024 | Advice is not a Product, Advice Products, advisers v distributors, AI, Best Interests, Conflict of Interest, Future of Financial Advice, Hayne Royal Commission, LIfe Choices, Separation of advice from product, Serve the Greater Good, Value of Advice, Value Proposition
$88 Advice? Welcome to the future. Financial providers are releasing new advice offerings in response to the first tranche of the Delivering Better Financial Outcomes legislation. An annual $88 will give Colonial First State (sorry, firewalled) superannuation members...
