Commoditisation - Certainty Advice Group

WHAT IS PROGRESS?

by Jim Stackpool | Sep 29, 2022 | Advice is not a Product, advice skills, Benchmarks, Business Performance, Business Planning, Career Management, Client Offerings, Commoditisation, Competitive pressures, future of advice, Future of Financial Advice, Goals, Measures of Success, perfectionism, Quality Advice, Successful On Purpose

The first benchmark of significance to me was a number of flip-flaps. When I could do ten flip-flaps at one time, I’d make the school’s gymnastic team. Gary Kurtz from my class did it. But I could never get to 10. I have slowly moved on from my missed benchmark of...

Bankers becoming Advisers

by Jim Stackpool | Aug 24, 2022 | Advice is not a Product, advisers v distributors, Brand Development, Case Studies, Commoditisation, Future of Financial Advice, growth, Growth Stress, Leadership, Separation of advice from product, stages of growth, worth

For different reasons, all our kids left home once they finished school. The eldest, the family’s best writer, went west to Bathurst to study marketing. The determined actress left Australia to chase opportunities in Vancouver’s film industry. The quiet achiever and...

The De-Brief Meeting – A Key to Build Firms Not Jobs

by Jim Stackpool | Aug 10, 2022 | Advice is not a Product, Brand Development, Business Performance, Business Planning, Career Management, Certainty Advice, Commoditisation, de-brief meeting, dependency, Engagements, future of advice, Future of Financial Advice, Leadership, Leverage, Methodical, Mindsets, perfectionism, Productivity, Quality Advice, Rugged Individualist, Separation of advice from product, Serve the Greater Good, stages of growth, Talent

The old fisherman with the summertime job running the rusty merry-go-round on Terrigal Beach taught me how to rig my fishing lines. He reckoned there was only one fishing knot I’d ever need – the locked half-blood knot. While my mates say I’m wasting money...