Financial Paths Archives - Certainty Advice Group

THE JIGSAWER & THE TOUR-GUIDE

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...

ADVICE SKILLS OF THE FUTURE

by Jim Stackpool | Sep 22, 2022 | Advice Conversations, Advice is not a Product, advice skills, Career Management, Certainty Advice, CERTISTICS, Consultative Approach, Delivering Value, Engagements, Financial Paths, future of advice, Future of Financial Advice, Meetings, Quality Advice, skills, Successful On Purpose, Trust Skilling, valuable advice, value, Value of Advice, Value Proposition

I was a COBOL programmer. Not a very good one, but that didn’t matter in the early 1980s. Back then, every Tuesday’s Australian newspaper featured a twenty-four-page IT section, of which many pages advertised programming and analyst positions available, with most from...

The Value is Within

by Jim Stackpool | Jul 27, 2022 | Advice is not a Product, Certainty Advice, Delivering Value, Engagements, Financial Paths, future of advice, Future of Financial Advice, Impact, Leadership, LIfe Choices, Methodical, Professionalism, Quality Advice, Serve the Greater Good, Successful On Purpose, valuable advice, Value of Advice, Value Proposition

I reckon Shaftesbury Avenue was one of Australia’s greatest weight-for-age horses. Although dominated in handicapped races of the early 1990s by another great horse, Super Impose, I have always believed Shaftesbury was a better horse. I’m biased. My...

The Value is the Journey

by Jim Stackpool | Jul 20, 2022 | Advice is not a Product, advisers v distributors, Financial Paths, Hayne Royal Commission, Public Good, Separation of advice from product, Serve the Greater Good, valuable advice, Value of Advice, Value Proposition, Vertical Integration

I love trekking. I used to regard anyone walking with poles as a tad too keen. Now I’m one of those pole people. It is not just the poles. I’m discovering all sorts of great, weird stuff. For instance, I don’t know what it is, but I find the combination of conversing...

The Advice Gap

by Jim Stackpool | Jun 15, 2022 | Advice Clients, Advice is not a Product, Best Interests, Brand Development, Business Planning, Certainty Advice, Conflict of Interest, fakeadvice, Financial Governance, Financial Paths, future of advice, Future of Financial Advice, Greater Good, Leadership, LIfe Choices, Measures of Success, Public Good, Separation of advice from product, Serve the Greater Good, valuable advice, Vertical Integration

I love the bush. I reckon it has something to do with my four grandparents being raised in NSW’s central west. It never ceases to amaze me how much I enjoy touring on unmarked open country roads with windows down and the elements whooshing in. Even when...

What Makes an Ideal Advice Client – Part 5 – Takes Advice

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...