by Jim Stackpool | Jun 16, 2021 | Best Interests, best practice, Business Planning, Client Care, Growth Stress, Minimum Fees, Pro Bono, Public Good
Margie contacted me seeking advice. She had an extraordinary business model built upon one of the most fanatical commitment to serve her clients, I’ve seen. SERVING THE PUBLIC GOOD For her own reasons, Margie preferred to spend the first few meetings with...
by Jim Stackpool | Mar 3, 2021 | Advice Clients, Best Interests, Client Care, Client Offerings, Consultative Approach, Financial Complexity, Ongoing Relationships, value, Value Proposition
Marketers love a good slogan. Goals-based financial advice is a good example. Advisory firms sometimes differentiate themselves on their goals-based advice capability to understand and identify their advice client’s aspirations. Some institutional advisory...
by Jim Stackpool | Feb 11, 2021 | Advice Clients, Best Interests, Client Care, Consultative Approach, Covid-19, Future of Financial Advice, Leadership, Value of Advice
“Nothing is worth doing unless the consequences may be serious.” ~ George Bernard Shaw Financial advice is less about financial products and more about consequences, particularly significant consequences. Obviously, not all decisions have significant...
by Jim Stackpool | Feb 4, 2021 | Advice Clients, Client Care, Consultative Approach, Wealth Management
Financial Relationships are the third of four essential balancing acts of a comprehensive financial adviser. Joe was clear what retirement looked like. So was his partner Silvia. The pressing issue to resolve was the universe of differences between their hopes. He...
by Jim Stackpool | Jan 27, 2021 | Client Care, Covid-19, Leadership, Professionalism, value
The impact of the 2020 coronavirus is immeasurable. What is measurable however is the impact of New Zealand’s Jacinda Ardern’s leadership overseeing her country’s response to the virus. Significantly too is the comparative measure of her country’s response compared to...
by Jim Stackpool | Jan 21, 2020 | Advice Clients, Best Interests, Client Care, Client Offerings, Fee For Service, Future of Financial Advice, Pricing Advice, Value of Advice, Value Proposition
When’s the last time you paid a fair & reasonable price for something? This morning’s coffee? When you last filled your car? Your last holiday? Your special person’s Christmas present? Your donation to a bushfire cause? We make fair & reasonable decisions all...
