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 | Aug 24, 2022 | Advice is not a Product, advisers v distributors, Brand Development, Case Studies, Commoditisation, Future of Financial Advice, growth, Growth Stress, Leadership, Separation of advice from product, stages of growth, worth
For different reasons, all our kids left home once they finished school. The eldest, the family’s best writer, went west to Bathurst to study marketing. The determined actress left Australia to chase opportunities in Vancouver’s film industry. The quiet achiever and...
by Jim Stackpool | Jun 30, 2021 | Case Studies, growth, Growth Stress, Mindsets, Priorities, Uncertainty
Jeff used to be ambitious. But now it is more frustration. Just as his advice business was about to attain a projected revenue growth set years prior, it wasn’t the sort of growth he was enjoying. He was the young principal with three partners in a $3 million...
by Jim Stackpool | Apr 6, 2018 | Case Studies, Client Care, Client Offerings, Consultative Approach, Future of Financial Advice, Leadership, Mindsets, Professionalism
Penny works within a busy accounting and financial planning firm in Brisbane. Raised and spent most of her adult life in the small country town near Toowoomba, she knows all about close-knit Australian communities and how important they can be for each other....
by Jim Stackpool | May 19, 2014 | Case Studies, Fee For Service, Leadership, Value Proposition
It was a simple question and I knew I didn’t do it justice when it was asked. In fact, I didn’t realise it’s significant until afterwards. I blurted out a quick response which didn’t properly answer it. I’ve thought about it since. In fact, I’ve thought a lot about...
by Jim Stackpool | Feb 27, 2013 | Case Studies, Referrals, Success Stories
Recently, Dieter Tode of Wealth Plus Solutions has been getting an impressive number of referrals coming through. So we quizzed him about his approach. When asked what he thought was the most important thing he’d done in the process of seeking referrals, Dieter said...
