by Jim Stackpool | Oct 29, 2025 | Certainty Advice
“Failing to plan is planning to fail,” right? Nearly. But not quite. Like you, my clients are financial advisers. They plan for a living. They are usually very good at it. For their clients. Not for themselves. It is a classic “plumber’s...
by Jim Stackpool | Jul 18, 2024 | Advice Conversations, Advice is not a Product, Best Interests, best practice, Certainty Advice, future of advice, Future of Financial Advice, Measures of Success, Mindsets, perfectionism, Professionalism, Value of Advice, Value Proposition
I have a weird memory. Particularly for far too many old TV ads. Joe the Gadget man. You need Palmolive Gold. Mrs Marsh’s Chalk. Louie the Fly. It gets weirder. Sometimes, my brain replays, re-visualising an old commercial during random conversations. This happened...
by Jim Stackpool | Jul 4, 2024 | Advice is not a Product, advisers v distributors, Best Interests, best practice, Certainty Advice, Consultative Approach, difficult conversations, future of advice, Future of Financial Advice, Leadership, Quality Advice, Serve the Greater Good, Uncategorized, value, Value of Advice, Value Proposition
Simon Senek’s book “Start With Why” is a phenomenon. Published in 2011, the book extolled that people don’t buy what you do. They buy why you do it. Sinek’s theory suggested that of the two methods of influencing behaviour, manipulation...
by Jim Stackpool | Jun 19, 2024 | Activity v Productivity, Advice Clients, Advice Clients, Advice Conversations, Advice is not a Product, Certainty Advice, Client Offerings, Future of Financial Advice, Leadership, stages of growth, Successful On Purpose, Value Proposition
I’m a COBOL programmer. We moved out of our family home of 32 years last weekend, and I found an old coding template with a few punch cards that I have kept since the late 1970s. I didn’t think I was a hoarder (maybe?). It took me back to when the talent...
by Jim Stackpool | May 1, 2024 | Advice Conversations, advice skills, Business Performance, Certainty Advice, CERTISTICS, client conversations, Client Meetings, Client Offerings, Consistent, Consultative Approach, Impact, Measures of Success, Methodical, Mindsets, Quality Advice, Successful On Purpose, Value Proposition
We listen to a lot of adviser-client Discovery conversations. That’s our job. We can’t transform advice skills without working deep into the details of what’s said in client meetings, which only recordings of Discovery and Engagement conversations can provide....
by Jim Stackpool | Mar 20, 2024 | Advice is not a Product, Best Interests, Certainty Advice, Greater Good, Growth Stress, Mindsets, Rugged Individualist, Serve the Greater Good
Molly recently cared for a client facing an unexpected life-changing decision to move directly from a hospital stay into a nursing home. Going home was not an option. It was a challenging situation at the best of times, but in this case, it became heart-rending when...
