by Jim Stackpool | Oct 12, 2026 | Consultative Approach, Future of Financial Advice, Pricing Advice, Value Proposition
He’s 42. A partner in a big accounting and advice group. Good salary, good car, young kids in good schools. Over coffee in Brisbane’s Newstead last month, he told me he is losing enthusiasm for the advice approach his firm is pursuing. The important targets he’s been...
by Jim Stackpool | Sep 15, 2026 | Client Offerings, Future of Financial Advice
Louise and Mark live in Dandenong. She is a lawyer working at the local council, and he works for a sports promotion firm. They were referred by a friend and client of one of my advice firms. They are in their 40’s. Their jobs are thriving, their family lives are...
by Jim Stackpool | Sep 7, 2026 | Client Offerings, Future of Financial Advice
The daughter of a long-term pensioner client set up a gym in Ballarat. A couple of years later, she set up a second. Last year, she and her partner started a third up the road in Daylesford. They have been running by the seat of their pants ever since. Nearly six...
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 | Mar 30, 2026 | Advice Clients, Advice Conversations, Best Interests, client conversations, Client Meetings, Client Offerings, Cost-To-Serve, difficult conversations, Future of Financial Advice, Ongoing Relationships, Profitability, valuable advice, Valuable Lessons, value, worth
Paul has been running his financial advice firm in South Sydney for twenty years. He enjoys his clients. A former school teacher himself, many of his pre- and post-retirement clients come from teaching and principal roles. They have been with him for years. He knows...
by Jim Stackpool | Oct 20, 2024 | Advice is not a Product, Advice Products, advisers v distributors, AI, Best Interests, Conflict of Interest, Future of Financial Advice, Hayne Royal Commission, LIfe Choices, Separation of advice from product, Serve the Greater Good, Value of Advice, Value Proposition
$88 Advice? Welcome to the future. Financial providers are releasing new advice offerings in response to the first tranche of the Delivering Better Financial Outcomes legislation. An annual $88 will give Colonial First State (sorry, firewalled) superannuation members...
