by Jim Stackpool | Jul 4, 2024 | Advice is not a Product, advisers v distributors, Best Interests, best practice, Certainty Advice, Consultative Approach, difficult conversations, future of advice, Future of Financial Advice, Leadership, Quality Advice, Serve the Greater Good, Uncategorized, value, Value of Advice, Value Proposition
Simon Senek’s book “Start With Why” is a phenomenon. Published in 2011, the book extolled that people don’t buy what you do. They buy why you do it. Sinek’s theory suggested that of the two methods of influencing behaviour, manipulation...
by Jim Stackpool | Nov 30, 2023 | Delivering Value, difficult conversations, Future of Financial Advice, Growth Stress, Leadership, perfectionism, Rugged Individualist, Separation of advice from product, Serve the Greater Good, value, Value of Advice, Value Proposition
Both my parents smoked. Like chimneys. As kids, we’d munch down our morning cornflakes surrounded by last night’s dirty ashtrays. The perfect Christmas present for Dad was a sparkling new ashtray. Little did we know the dangers of smoking. Kind of...
by Jim Stackpool | Nov 16, 2023 | best practice, Business Performance, Business Planning, difficult conversations, Future of Financial Advice, Leadership, stages of growth
I’ve run three marathons and a dozen half-marathons. I take my running gear whenever I’m travelling overnight. I love what running does for me. That’s thanks to Pete Talty. Regardless of the conditions, Pete was always there. 6am every Saturday, waiting at the bottom...
by Jim Stackpool | Dec 8, 2022 | Advice Conversations, advisers v distributors, Best Interests, Business Performance, Business Planning, Client Offerings, difficult conversations, Future of Financial Advice, Leadership, Measures of Success, Ongoing Relationships, perfectionism, Pricing Advice, Separation of advice from product, Successful On Purpose, What Price Value, worth
Listened to any of Pushkin’s podcasts? They pump out some great ones. A favourite is “The Happiness Lab”, which lives up to a promise showing how our brains are not always our best guides for our well-being or progress. Another one – “Against the Rules” – is just as...
by Jim Stackpool | Jul 15, 2021 | Advice Clients, Best Interests, best practice, Certainty Advice, Client Care, Consultative Approach, difficult conversations, Financial Complexity, Financial Stress, Retention
Jenna is an adviser in her early thirties. Her technical background is accounting, her personal background is caring She made contact when a good advisory client did not re-engage after only twelve months of working together. While she didn’t expect every client...
by Jim Stackpool | Jun 10, 2021 | Advice Clients, adviser fees, difficult conversations, future of advice, uplifts, worth
What to assume when a good client suddenly goes missing? Trying to arrange needed meetings to finalise new estate plans, a firm’s calls, emails and texts were unanswered. A meeting scheduled for a week back was postponed without a new date being set. The advisory...
