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 | Oct 6, 2020 | Advice Clients, Business Planning, Certainty Advice, Client Offerings, Compliance, Measures of Success, Priorities, Successful On Purpose, Value Proposition
I love Monty Python humour. Remember the crucifixion or freedom skit from “Life of Brian”? Michael Palin playing the whimsical centurion questioning a line-up of captives regarding their fate or freedom. Many financial advisers seem to have become...
by Jim Stackpool | Nov 27, 2019 | Best Interests, Client Offerings, Competitive pressures, Compliance, Conflict of Interest, Future of Financial Advice, Wealth Management
The 11th March 2011 Fukushima nuclear disaster caused by the Tohoku earthquake was the worst nuclear accident since Chernobyl in 1986. However, while no deaths are due radiation exposure from the disaster itself, new research suggests that more people suffered and...
by Jim Stackpool | Feb 1, 2016 | Compliance
Treasurer Scott Morrison’s recent Recommendation 25 seeks to advance the need for advisers to have a relevant tertiary degree. While advancing yourself through study is never a bad thing, I want to ask if compliance degrees are absolutely the best way to advance the...
