by James Stackpool | Jun 29, 2020 | Advice Clients, Best Interests, Client Offerings, Consultative Approach, Covid-19, Hayne Royal Commission, Leadership, Measures of Success, Paradigm, Professionalism, value, Value of Advice
Congratulations to the recently announced Top 100 Financial Advisers for 2020. After exhaustive research and analysis by The Australian and Barrons, this list of talent represent the best in Australia. They deserve their accolades as do all high achievers and leaders...
by James Stackpool | Apr 1, 2020 | Advice Clients, Consultative Approach, crisis management, Financial Stress, Leadership, Mindsets, Value Proposition
Health care is being re-defined. Massive innovation, collaboration, education, distribution, awareness, exhaustion. And bravery. Bravery continuing to serve the best health interests of patients, co-workers, community, and own family members while risking their own...
by Jim Stackpool | Oct 30, 2019 | Best Interests, Certainty Advice, Client Offerings, Competitive pressures, Conflict of Interest, Consultative Approach, Financial Complexity, Future of Financial Advice, Measures of Success, Mindsets, Pricing Advice, Value of Advice
Read Good Walk Spoiled? I reckon it’s a great book. It’s about golf, but really a story about characters. Characters under pressure. That’s golf – either a casual hit or a classic test of character. At the highest levels of the game, the classic tests can be...
by Jim Stackpool | Oct 17, 2019 | Best Interests, Certainty Advice, Consultative Approach, Fee For Service, Future of Financial Advice, Hayne Royal Commission, Leadership, Professionalism, Value of Advice, Value Proposition
When we focus on ourselves, our world contracts as our problems and preoccupations loom large. But when we focus on others, our world expands. Our own problems drift to the periphery of the mind and so seem smaller, and we increase our capacity for connection. Daniel...
by Jim Stackpool | Sep 30, 2019 | advisers v distributors, Certainty Advice, Client Offerings, Conflict of Interest, Consultative Approach, Future of Financial Advice, Leadership
When do you know you are going out of business – just before you do. Why? Framing Bias. Amos Tversky and Daniel Kahneman explained this years ago. Basically, when options are framed positively, most of us have a natural bias to favour that option. Whereas when options...
by Jim Stackpool | Sep 21, 2019 | Client Offerings, Conflict of Interest, Consultative Approach, Future of Financial Advice, Value of Advice, Value Proposition
Our #2 Daughter, the family’s leading actress, recently flew off to find work hopefully in Netflix’s expanding presence in Vancouver, BC. Going for a couple of years, or longer based upon future stardom, the family wanted to hang around until her final few steps with...
