by Jim Stackpool | Apr 13, 2026 | Advice Conversations, advice skills, AI, best practice, Certainty Advice, Consultative Approach, Cultivating Advice workshops, Delivering Value, future of advice, Greater Good, LIfe Choices, Public Good, skills, Transformative Advice, valuable advice, value, Value of Advice, Value Proposition, Wealth Management
With the Middle East conflict pushing fuel prices to $3.50 a litre, cost-of-living decisions are changing daily lives. They have to. The headlines are constant. Their narrative tightens the pressure on short and long-term hopes. They also hide alternative ways to get...
by Jim Stackpool | Mar 16, 2026 | Best Interests, best practice, Business Performance, Business Planning, Capacity-To-Serve, Case Studies, Consequences, dependency, Goals, Greater Good, Growth Stress, Leadership, LIfe Choices, Priorities, Prioritisation, Professionalism, Public Good, Quality Advice, strategy, Success Stories, Valuable Lessons, Wealth Management, worth
Sophie runs a great advice firm practice in Rockingham, WA. Unfortunately, as her firm grew, so too did her anxiety. It was a condition of growing worry caused not only by ‘big’ issues surrounding her clients, compliance and cash flows, but increasingly by simple...
by Jim Stackpool | Feb 23, 2026 | Access Price, Activity v Productivity, Capacity-To-Serve, Career Management, LIfe Choices, Success Stories, Valuable Lessons
Meg runs a boutique advice firm on the NSW South Coast. Late forties. Divorced. Twin teenage daughters, both talented triathletes and keen surf club competitors. She is independent-minded. Self-licensed. Fitness fanatic herself – former junior gymkhana champion,...
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 | Feb 15, 2024 | Advice Clients, Advice Conversations, Advice is not a Product, advice skills, Certainty Advice, Complexity, Corporations Act, Financial Governance, Financial Paths, Future of Financial Advice, Leadership, LIfe Choices, Rugged Individualist, valuable advice, Value of Advice, Value Proposition
Laurie wants to stop and retire. Originally from New Zealand, he built a landscaping business from nothing in 1986 to the best on the north coast. He reckons he is working harder than ever. Finding and keeping staff is getting harder. Dealing with their attitudes is...
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...
