by Jim Stackpool | Aug 26, 2020 | Advice Clients, Best Interests, Business Performance, Certainty Advice, Client Offerings, Consultative Approach, Covid-19, fakeadvice, Future of Financial Advice, Leadership, Mindsets, Value of Advice
I love flying. Always have. Long flights, short trips, big planes, tiny ones, hang-gliders, choppers. When I was a kid, Dad would sometimes drive out to a small park on the Cooks River which bordered Mascot airport to watch the arrivals and departures. From there you...
by James Stackpool | Jun 1, 2020 | advisers v distributors, Certainty Advice, Leadership, Paradigm, Value Proposition
What’s appealing about Elon Musk? His car company defies market logic with valuations of 4x revenue while companies far more established and experienced clamour for valuations at fractions of their revenue (see Prof Galloway). His space exploits are creating...
by James Stackpool | May 22, 2020 | Business Performance, Certainty Advice, Value of Advice, Value Proposition
Unlike zoos, most financial advisers believe they will emerge from this Covid-19 experience stronger. The imposed lessons of offering flexible workplaces, the insights of client meetings via video links, the no commuting for clients and team members, while still...
by Jim Stackpool | Feb 9, 2020 | Business Performance, Certainty Advice, Future of Financial Advice, Leadership, Mindsets, Professionalism, Success Stories, Successful On Purpose, Talent, Value of Advice, Value Proposition
“There’s so much opportunity for financial advisers in today’s market”. Samantha Albiez is Senior Adviser with Bravium, a self-licensed boutique advisory firm in downtown Braddon, Canberra. The firm specialises in SME owners, young families, busy professionals and...
by Jim Stackpool | Jan 30, 2020 | Advice Clients, Certainty Advice, Client Offerings, Future of Financial Advice, Hayne Royal Commission, language, Pricing Advice, Royal Commission, Value Proposition
People don’t want more choices – they want to be more confident in the choices they make. Read NYU’s Professor Galloway’s musings? Easy read, makes sense, consistently clarifies some things for me. I’m presenting a model of advice in this blog. It’s for clients...
by Jim Stackpool | Jan 14, 2020 | advisers v distributors, Best Interests, Certainty Advice, Client Offerings, Conflict of Interest, Future of Financial Advice, Leadership, Mindsets, Value of Advice
Welcome 2020. A new decade for some. Regardless – every new year presents a possible milestone or waypoint for fresh starts. Waypoints are not just for new year’s or decades. They can be stabbed into our lives – such as our devastating bushfire season. Other...
