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...
by Jim Stackpool | Aug 16, 2022 | best practice, Brand Development, Business Performance, Business Planning, Career Management, Future of Financial Advice, growth, Growth Stress, Leadership, Measures of Success, perfectionism, Priorities, Productivity, Professionalism, Profitability, stages of growth, Successful On Purpose, Uncategorized, underdelegation
Know any Texans? If you have to think about it, the answer is probably no. These guys stand out. I’ve been there several times and have never met a timid one. In the early 1980s, I worked in a small Australian software firm founded by Bruce – a tall, lanky...
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 | Aug 4, 2022 | Advice Clients, Business Performance, Business Planning, Career Management, Competitive pressures, future of advice, Future of Financial Advice, Greater Good, Leadership, Productivity, Quality Advice, Serve the Greater Good, Transformations, Valuations, Value of Advice, Value Proposition
I love my vinyl record collection. It started when I discovered Electric Warrior in early ’76. The collection continues to grow despite Anna’s opinion that I’m a hoarder. Regular vinyl still beats the best digital sound – vinyl is so much bigger, brighter and better....
by Jim Stackpool | Jul 7, 2022 | best practice, Business Performance, Business Planning, Career Management, future of advice, Greater Good, Growth Stress, Hierarchy of Uncertainty, Leadership, Leverage, Measures of Success, Methodical, Planning, Priorities, Productivity, Professionalism, Profitability, Quality Advice, stages of growth, Successful On Purpose
“I just want a handful of good clients without all the stress and grief.” This was from the principal of a well-established firm with a fast-growing team. It is a common situation facing owners who appear to have built a successful advisory firm but who...
