by Jim Stackpool | Jun 9, 2026 | Business Performance, Client Offerings, Competitive pressures, Cost-To-Serve, Fee For Service, Financial Complexity, Future of Financial Advice, Pricing Advice, Profitability
Australians are anxious. NAB’s Consumer Stress Index recently hit its highest level since 2014, driven by what most of us already knew – that the cost of groceries, fuel, utilities, rent, and mortgages is grinding people down. Despite so much to be...
by Jim Stackpool | Apr 27, 2026 | Best Interests, best practice, Brand Development, Business Performance, Client Offerings, Complexity, Consequences, Consultative Approach, Delivering Value, dependency, Engagements, Financial Complexity, Productivity, Profitability, Retention, Separation of advice from product, valuable advice, value, Value Proposition, Wealth Management
Here’s a question that will tell you a lot about your firm’s positioning and pricing approach. When a qualified prospect meets your team for the first time, where do those vital initial conversations focus? If the answer is the prospect’s specific...
by Jim Stackpool | Jan 31, 2024 | Advice Clients, Advice Conversations, Advice is not a Product, advice skills, Certainty Advice, client conversations, Complexity, Financial Complexity, Financial Paths, Financial Stress, Future of Financial Advice, Pricing Advice, skills
Bella has run her small architecture firm for over 20 years. As the demand for her work grows, so do her costs. At 52 years old, she had hoped for more options. Since a messy divorce seven years ago, she has spent all reserves from the settlement and parent’s...
by Jim Stackpool | Nov 17, 2022 | Advice Conversations, advice skills, adviser fees, best practice, Business Performance, Business Planning, Career Management, Case Studies, Certainty Advice, CERTISTICS, Client Meetings, Client Offerings, Consistent, Consultative Approach, Delivering Value, Financial Complexity, Financial Paths, Future of Financial Advice, Leadership, Meetings, Methodical, Mindsets, Productivity, Professionalism, Profitability, Quality Advice, Serve the Greater Good, skills, valuable advice, Value of Advice, Value Proposition
A tell-tale our family is on holiday is a jigsaw puzzle. A Stackpool holiday isn’t a holiday without a tricky new puzzle. The puzzling can take all holidays, with the puzzle spot remaining frustratingly off-limits for non-puzzling activities until the puzzle has...
by Jim Stackpool | May 17, 2022 | Advice Clients, Financial Complexity, Financial Paths, future of advice, Future of Financial Advice, Greater Good, Leadership, Mindsets, Releasing Clients, Serve the Greater Good, Uncertainty, Value Proposition
I love planes. I firstly obtained a gliders license in an old Blanik soaring above Narromine in 1980. I qualified for my private fixed-wing pilot license in 1984 at Camden airport when paddocks and chicken sheds still surrounded it, and later a commercial helicopter...
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...
