by Jim Stackpool | May 4, 2022 | Advice Clients, Advice is not a Product, Business Performance, Business Planning, Client Care, Consultative Approach, Delivering Value, future of advice, Future of Financial Advice, Ideal Advice Client, Leadership, Mindsets, Quality Advice
I love Netflix. I understand why their shows have earned more Oscar nominations in recent times than all other studios combined. Considering how they have grown from just another DVD rental service to become the world’s largest creator and streamer of quality...
by Jim Stackpool | Apr 28, 2022 | Advice Clients, Advice is not a Product, Brand Development, Business Performance, Business Planning, Client Care, Compliance, Delivering Value, future of advice, Ideal Advice Client, Leadership
One thing seems clear about the upcoming Australian election. Neither major party has the integrity to prepare us for the inevitable tax increases and spending cuts ahead. Our immature political cycle couldn’t handle it. Australia’s net debt has risen from...
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 | 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...
