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...
by Jim Stackpool | Jul 18, 2024 | Advice Conversations, Advice is not a Product, Best Interests, best practice, Certainty Advice, future of advice, Future of Financial Advice, Measures of Success, Mindsets, perfectionism, Professionalism, Value of Advice, Value Proposition
I have a weird memory. Particularly for far too many old TV ads. Joe the Gadget man. You need Palmolive Gold. Mrs Marsh’s Chalk. Louie the Fly. It gets weirder. Sometimes, my brain replays, re-visualising an old commercial during random conversations. This happened...
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 | Jun 19, 2024 | Activity v Productivity, Advice Clients, Advice Clients, Advice Conversations, Advice is not a Product, Certainty Advice, Client Offerings, Future of Financial Advice, Leadership, stages of growth, Successful On Purpose, Value Proposition
I’m a COBOL programmer. We moved out of our family home of 32 years last weekend, and I found an old coding template with a few punch cards that I have kept since the late 1970s. I didn’t think I was a hoarder (maybe?). It took me back to when the talent...
