by Jim Stackpool | Nov 3, 2025 | Advice Clients, Brand Development, Client Care, Client Offerings, Delivering Value, Niche Market
Most founders of advice dream about this. The niche that fills the new business pipeline with quality opportunities, keeps clients coming back, and doesn’t depend on one subject-matter-expert adviser to survive. Is there such a thing as the perfect advice niche? I saw...
by Jim Stackpool | Nov 14, 2024 | advice skills, Best Interests, best practice, Business Performance, Client Care, Client Meetings, Collaboration, Meetings, skills, strategy, Uncategorized, Valuable Lessons
A 24-year-old adviser in one of our Certainty Advice firms, engaged a $12,000 new advice client last week. The striking aspect of this engagement was that the 24-year-old adviser is still in her professional year. Technically unqualified? Yes. Compliant? Yes....
by Jim Stackpool | Aug 10, 2023 | Advice is not a Product, Client Care, Client Offerings, Leadership, Uncategorized, Value Proposition
These are interesting times. Interesting is probably an understatement, thanks to regulatory reform, ridiculous compliance guidelines, depleted advice talent, and increasing demands from teams and clients. Advisers don’t need more hassles – particularly...
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...
