by Jim Stackpool | Jul 7, 2022 | best practice, Business Performance, Business Planning, Career Management, future of advice, Greater Good, Growth Stress, Hierarchy of Uncertainty, Leadership, Leverage, Measures of Success, Methodical, Planning, Priorities, Productivity, Professionalism, Profitability, Quality Advice, stages of growth, Successful On Purpose
“I just want a handful of good clients without all the stress and grief.” This was from the principal of a well-established firm with a fast-growing team. It is a common situation facing owners who appear to have built a successful advisory firm but who...
by Jim Stackpool | Jun 22, 2022 | best practice, Business Performance, Business Planning, Complexity, Growth Stress, Leadership, LIfe Choices, Priorities, stages of growth, Successful On Purpose, Uncertainty, Valuable Lessons, wobble theory
With apologies to my first favourite author – Dr Seuss. No is no foe to grow. For grow without no is the toughest of grows. In his book “The Cat In The Hat Comes Back”, Cats A through Y unleashed incremental mayhem until the tiniest Cat Z makes...
by Jim Stackpool | May 31, 2022 | best practice, Business Performance, Business Planning, Future of Financial Advice, growth, Growth Stress, Leadership, Measures of Success, Planning, Productivity, Profitability, Successful On Purpose, Transformations, Valuable Lessons, wobble theory
I was consulting with a firm recently. They sought advice concerning their massive growth opportunities. Like most advisory firms today, they were enjoying a solid flow of new clients. Thanks to good networks, they were also attracting talented senior advisers...
by Jim Stackpool | Feb 22, 2022 | Advice Clients, Advice is not a Product, Best Interests, Business Performance, Business Planning, Certainty Advice, Client Offerings, Consultative Approach, Delivering Value, Future of Financial Advice, growth, Growth Stress, Screening clients
Sometimes the most powerful approach to growth is “Next!” John Bowen – CEO – CEG Worldwide I first saw John Bowen present in Santa Monica in early 2002. Despite everyone’s development nerves, we were still tight in the aftermath of the...
by Jim Stackpool | Feb 14, 2022 | Advice Clients, growth, Growth Stress, Productivity
“Advisers are not in the business of delivering advice, they are in the business of building a business that delivers advice” Mark P. Hurley, CEO Undiscovered Managers – Manly Pacific Hotel, 1999 I first heard the above quote listening to an American...
by Jim Stackpool | Oct 5, 2021 | Advice Clients, Advice is not a Product, advisers v distributors, Growth Stress, Leadership, Measures of Success, Pricing Advice, Professionalism, Public Good, Successful On Purpose
One of my favourite books is Daniel Kahneman’s Thinking, Fast and Slow. The following is from the book’s introduction… “As we navigate our lives, we normally allow ourselves to be guided by impressions and feelings, and the confidence we have in our...
