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 | May 29, 2024 | advisers v distributors, client conversations, Client Meetings, Client Offerings, Separation of advice from product, Success Stories, Transformative Advice, valuable advice, value, Value of Advice, Value Proposition
What do advisers do? Maximise returns, protect risks, anticipate complexities, minimise costs, reduce stress, remove distractions, test assumptions, and change client’s long-term habits. Advisers are in the confidence business. They convert a client’s doubts into...
by Jim Stackpool | May 16, 2024 | Activity v Productivity, Advice Pods, advice skills, best practice, Client Meetings, Collaboration, Meetings, Transformative Advice, Value Proposition
4:52 pm March 23rd, 1995, will be special until my last breath. I had never been so elated before this moment. It was the birth of our first baby – Bec. At least half an hour later, as emotions settled, I wondered what had happened to our obstetrician. Nice guy,...
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 | Nov 2, 2023 | Activity v Productivity, Advice Conversations, best practice, Business Performance, Client Meetings, Client Offerings, Collaboration, Covid-19, Delegation, Future of Financial Advice, Impact, Leadership, Rugged Individualist
My wife Anna loves book club. She comes home from their dinners with a new thought-provoking discussion sparked by the book, regardless of whether she liked it, read it or hated it. Their latest was Lessons in Chemistry, which also recently began as a series on Apple...
by Jim Stackpool | Sep 20, 2023 | advice skills, best practice, Certainty Advice, client conversations, Client Meetings, Client Offerings, Consultative Approach, Delivering Value, dependency, Engagements, future of advice, Future of Financial Advice, growth, Growth Stress, Leverage, Meetings, perfectionism, Profitability, underdelegation, Value of Advice
I know the problem with my golf game. The guy holding the club. My instincts want to hit the ball too hard because my ridiculous golf brain believes ‘bigger is better’. On the odd occasion when my instincts produce a great shot, it’s usually a fluke....
