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...
by Jim Stackpool | Dec 23, 2011 | Case Studies, Client Offerings, Consultative Approach, Cultivating Advice workshops, Meetings, Successful On Purpose, Uncertainty, Value Proposition
Gates in our client conversations. If you’re not looking for them you have to be lucky to stumble upon one… Some advisers have made the decision never to open them even if they do notice them. They prefer the conversational paths that they are used to. Their paths...
by Jim Stackpool | Nov 23, 2011 | Case Studies, Leadership, Uncertainty, Value Proposition
When offering advice, there’s only one sure way to consistently ‘beat’ a competitor’s pricing… Offer more value. Advice clients don’t want your products, they don’t even want your advice. They just want their outcomes. Your advice is a means to an ends, that’s all. To...
by Jim Stackpool | Sep 23, 2011 | Case Studies, Client Offerings, Consultative Approach, Financial Complexity, Leadership, Successful On Purpose, Trust Skilling, Uncertainty, Value Proposition
Are we as advisers too focused upon what’s not working in today’s marketplace that we are forgoing great opportunities? Are we too blind-sided by non-performing markets, impending legislation, and continued economic gloom that we have become nervous spectators to a...
