by Jim Stackpool | Nov 14, 2024 | advice skills, Best Interests, best practice, Business Performance, Client Care, Client Meetings, Collaboration, Meetings, skills, strategy, Uncategorized, Valuable Lessons
A 24-year-old adviser in one of our Certainty Advice firms, engaged a $12,000 new advice client last week. The striking aspect of this engagement was that the 24-year-old adviser is still in her professional year. Technically unqualified? Yes. Compliant? Yes....
by Jim Stackpool | May 1, 2024 | Advice Conversations, advice skills, Business Performance, Certainty Advice, CERTISTICS, client conversations, Client Meetings, Client Offerings, Consistent, Consultative Approach, Impact, Measures of Success, Methodical, Mindsets, Quality Advice, Successful On Purpose, Value Proposition
We listen to a lot of adviser-client Discovery conversations. That’s our job. We can’t transform advice skills without working deep into the details of what’s said in client meetings, which only recordings of Discovery and Engagement conversations can provide....
by Jim Stackpool | Nov 16, 2023 | best practice, Business Performance, Business Planning, difficult conversations, Future of Financial Advice, Leadership, stages of growth
I’ve run three marathons and a dozen half-marathons. I take my running gear whenever I’m travelling overnight. I love what running does for me. That’s thanks to Pete Talty. Regardless of the conditions, Pete was always there. 6am every Saturday, waiting at the bottom...
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 | Oct 18, 2023 | Business Performance, Future of Financial Advice, Growth Stress, Leadership, stages of growth, Successful On Purpose
I’m a rugby union tragic. I loved playing the game until one too many concussions meant I shouldn’t run on ever again. I love watching local games. A highlight of my sporting year used to be watching our Wallabies in national games. Unfortunately, our team...
by Jim Stackpool | Apr 18, 2023 | best practice, Business Performance, Business Planning, future of advice, Future of Financial Advice, Priorities, Prioritisation, stages of growth, Successful On Purpose, Systemisation, wobble theory
Michael Gerber was right. Systems can improve every aspect of our work lives by providing the necessary frameworks to help busy technicians create solid businesses. Gerber’s book – “The E-Myth Revisited”- created a new language for small...
