by Jim Stackpool | Dec 22, 2025 | Best Interests, Brand Development, Business Performance, Business Planning, Career Management, Certainty Advice, Financial Legacy, Goals, Greater Good, growth, Leadership, Measures of Success, Professionalism, Wealth Management
Oli runs a good advice firm. Possibly too good. Revenues of $1.23m. He’s built a solid young team of six, including an adviser in her mid-thirties, an associate adviser who completed his professional year last year, an award-winning paraplanner/client service...
by Jim Stackpool | Dec 15, 2025 | best practice, Business Performance, Business Planning, Capacity-To-Serve, Certainty Advice, Goals, growth, Growth Stress
Many advisers will plan 2026 the same way they planned 2025. Look at last year’s numbers. Add 15%. Call it growth. That’s not planning. That’s more of the same. Busier growth, not better growth. Better growth for 2026 starts with answering one...
by Jim Stackpool | Aug 24, 2023 | Advice Conversations, Advice is not a Product, advisers v distributors, Brand Development, Client Offerings, Conflict of Interest, Consequences, future of advice, Future of Financial Advice, Goals, Hayne Royal Commission, Leadership, Public Good, Quality Advice, Royal Commission, Serve the Greater Good, Value Proposition
Every August, I spend an evening at my old school answering questions from Year 11 students as they share their post-school career options. My sessions are generally Q&A events for kids interested in small businesses. Last week’s questions ranged from what...
by Jim Stackpool | Sep 29, 2022 | Advice is not a Product, advice skills, Benchmarks, Business Performance, Business Planning, Career Management, Client Offerings, Commoditisation, Competitive pressures, future of advice, Future of Financial Advice, Goals, Measures of Success, perfectionism, Quality Advice, Successful On Purpose
The first benchmark of significance to me was a number of flip-flaps. When I could do ten flip-flaps at one time, I’d make the school’s gymnastic team. Gary Kurtz from my class did it. But I could never get to 10. I have slowly moved on from my missed benchmark of...
by Jim Stackpool | May 12, 2021 | Goals
Own goals in football are nightmares for footballers. Own goals in financial services however are rarely noticed. An own goal in football occurs due misjudgement, misfortune or freak incident when a player accidentally kicks the ball into their own net creating a goal...
