by Jim Stackpool | Feb 15, 2024 | Advice Clients, Advice Conversations, Advice is not a Product, advice skills, Certainty Advice, Complexity, Corporations Act, Financial Governance, Financial Paths, Future of Financial Advice, Leadership, LIfe Choices, Rugged Individualist, valuable advice, Value of Advice, Value Proposition
Laurie wants to stop and retire. Originally from New Zealand, he built a landscaping business from nothing in 1986 to the best on the north coast. He reckons he is working harder than ever. Finding and keeping staff is getting harder. Dealing with their attitudes is...
by Jim Stackpool | May 4, 2023 | Advice is not a Product, advisers v distributors, Conflict of Interest, Corporations Act, Future of Financial Advice, Hayne Royal Commission, Leadership
If plumbers need new pipes, and if the cobbler’s kids need new shoes, does it follow that a lawyer needs new laws? Maybe. Michelle Levy’s three-page plea to the government to adopt her Quality of Advice Review recommendations in this week’s AFR is a...
by Jim Stackpool | Apr 12, 2022 | ASIC, Certainty Advice, Client Offerings, Corporations Act, fakeadvice, Financial Services and Credit Panel, Future of Financial Advice, Leadership, Public Good, valuable advice
Back in the late 1800s, sea passage had its perils. Unfortunately, some of the worse were man-made and systemic to the business of delivering cargo worldwide. The over-insured and over-loaded ‘Coffin Ships’ provided a rewarding alternative for villainous...
by Jim Stackpool | Feb 25, 2022 | Certainty Advice, client conversations, Competitive pressures, Consultative Approach, Corporations Act, Future of Financial Advice, Leadership, Separation of advice from product, Uncategorized, Value Proposition, Vertical Integration
Know any life and personal insurance agents? My first training workshop was full of them. That was November 1989 at Greenmount Resort, Coolangatta. My “Agent as a Business Person” workshop aimed to assist attendees with the opportunities created by the...
by Jim Stackpool | Aug 18, 2021 | Corporations Act, Financial Governance, Future of Financial Advice, Leadership, Separation of advice from product, Value of Advice, What Price Value
What is advice? Advice isn’t information. Information is a cog within an advice framework, much like cogs within a watch. Technically, it’s crucial to understand the performance of each cog, but by itself, information can add to the confusion of the advisee who...
