by Jim Stackpool | Sep 7, 2023 | Advice is not a Product, advisers v distributors, best practice, Business Planning, capacity to serve, Capacity-To-Serve, Career Management, Consequences, cost to serve, Cost-To-Serve, future of advice, Future of Financial Advice, Measures of Success, Pricing Advice, Value Proposition
I can still see the surprised looks on their faces. It was November 1989, during a three-day “Agent As A BusinessPerson” workshop MLC asked me to design and facilitate. One of the last sessions for the twenty-five accountants and financial planners had...
by Jim Stackpool | Apr 5, 2023 | Advice is not a Product, best practice, Business Planning, Career Management, crisis management, Future of Financial Advice, Hiring advisers, Leadership, Leverage, Planning, Priorities
Have you heard Nigel Marsh speak? He is good. An ex-marketing executive, he started EarthHour in 2007, the Sydney Skinny Swim in 2013 and has managed to accrue over 5.3m views of his work/life balance TED talk. His message was about navigating the constant white water...
by Jim Stackpool | Nov 17, 2022 | Advice Conversations, advice skills, adviser fees, best practice, Business Performance, Business Planning, Career Management, Case Studies, Certainty Advice, CERTISTICS, Client Meetings, Client Offerings, Consistent, Consultative Approach, Delivering Value, Financial Complexity, Financial Paths, Future of Financial Advice, Leadership, Meetings, Methodical, Mindsets, Productivity, Professionalism, Profitability, Quality Advice, Serve the Greater Good, skills, valuable advice, Value of Advice, Value Proposition
A tell-tale our family is on holiday is a jigsaw puzzle. A Stackpool holiday isn’t a holiday without a tricky new puzzle. The puzzling can take all holidays, with the puzzle spot remaining frustratingly off-limits for non-puzzling activities until the puzzle has...
by Jim Stackpool | Oct 27, 2022 | best practice, Business Planning, Career Management, Growth Stress, Leadership, Rugged Individualist, Successful On Purpose
I’ve messed up again. I’ve used a story in two of my books incorrectly. The story is of a small group of WWII refugees scared so witless they have paid a guide to flee through freezing, mountainous, and enemy-infested terrain into safer territories. The...
by Jim Stackpool | Sep 29, 2022 | Advice is not a Product, advice skills, Benchmarks, Business Performance, Business Planning, Career Management, Client Offerings, Commoditisation, Competitive pressures, future of advice, Future of Financial Advice, Goals, Measures of Success, perfectionism, Quality Advice, Successful On Purpose
The first benchmark of significance to me was a number of flip-flaps. When I could do ten flip-flaps at one time, I’d make the school’s gymnastic team. Gary Kurtz from my class did it. But I could never get to 10. I have slowly moved on from my missed benchmark of...
by Jim Stackpool | Sep 22, 2022 | Advice Conversations, Advice is not a Product, advice skills, Career Management, Certainty Advice, CERTISTICS, Consultative Approach, Delivering Value, Engagements, Financial Paths, future of advice, Future of Financial Advice, Meetings, Quality Advice, skills, Successful On Purpose, Trust Skilling, valuable advice, value, Value of Advice, Value Proposition
I was a COBOL programmer. Not a very good one, but that didn’t matter in the early 1980s. Back then, every Tuesday’s Australian newspaper featured a twenty-four-page IT section, of which many pages advertised programming and analyst positions available, with most from...
