by Jim Stackpool | Jul 15, 2021 | Advice Clients, Best Interests, best practice, Certainty Advice, Client Care, Consultative Approach, difficult conversations, Financial Complexity, Financial Stress, Retention
Jenna is an adviser in her early thirties. Her technical background is accounting, her personal background is caring She made contact when a good advisory client did not re-engage after only twelve months of working together. While she didn’t expect every client...
by Jim Stackpool | Jul 7, 2021 | advisers v distributors, best practice, Certainty Advice, Conflict of Interest, future of advice, Hidden Intent, Leadership, value, Value of Advice, Value Proposition
Marlboro Man was an influential figure last century. He sold a lot of cigarettes. He was the advertising character created by advertising company Leo Burnett in the 1950s to re-launch Marlboro cigarettes for a broader audience. The adverts were conceived to change the...
by Jim Stackpool | May 1, 2021 | advisers v distributors, Certainty Advice, Conflict of Interest, Hayne Royal Commission, Hidden Intent, Leadership, LIfe Choices, valuable advice, Value of Advice
“The future does not exist and cannot be predicted. It must be imagined and invented” Gelatt (1989) On May 25, 1961 USA President John F. Kennedy delivered an ambitious speech seeking Congress support to a project that would be ‘…more impressive to mankind, or...
by Jim Stackpool | Mar 11, 2021 | Advice Clients, advisers v distributors, Best Interests, Certainty Advice, Conflict of Interest, Future of Financial Advice, Hayne Royal Commission, Hidden Pricing, Leadership, Value of Advice, Value Proposition
What do the behaviours of Melissa Caddick, Bernie Madoff, and Sam Henderson have in common? Greed. Justice Kenneth Hayne used the same word when tabling the final report of his Royal Commission into the Banking and Financial Services industries in February 2019....
by Jim Stackpool | Oct 6, 2020 | Advice Clients, Business Planning, Certainty Advice, Client Offerings, Compliance, Measures of Success, Priorities, Successful On Purpose, Value Proposition
I love Monty Python humour. Remember the crucifixion or freedom skit from “Life of Brian”? Michael Palin playing the whimsical centurion questioning a line-up of captives regarding their fate or freedom. Many financial advisers seem to have become...
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...
