by James Stackpool | Jun 29, 2020 | Advice Clients, Best Interests, Client Offerings, Consultative Approach, Covid-19, Hayne Royal Commission, Leadership, Measures of Success, Paradigm, Professionalism, value, Value of Advice
Congratulations to the recently announced Top 100 Financial Advisers for 2020. After exhaustive research and analysis by The Australian and Barrons, this list of talent represent the best in Australia. They deserve their accolades as do all high achievers and leaders...
by Jim Stackpool | Oct 30, 2019 | Best Interests, Certainty Advice, Client Offerings, Competitive pressures, Conflict of Interest, Consultative Approach, Financial Complexity, Future of Financial Advice, Measures of Success, Mindsets, Pricing Advice, Value of Advice
Read Good Walk Spoiled? I reckon it’s a great book. It’s about golf, but really a story about characters. Characters under pressure. That’s golf – either a casual hit or a classic test of character. At the highest levels of the game, the classic tests can be...
by Jim Stackpool | Nov 6, 2015 | Measures of Success, Mindsets, Strategic Alliances, Vertical Integration
Tell me if this ‘mutually beneficial relationship’ sounds familiar: You have a new relationship with an accounting firm with great prospects. With five partners, a good name, and a similar culture to yours, there’s no reason why you shouldn’t provide wealth advice to...
by Jim Stackpool | Jul 30, 2015 | Client Offerings, Competitive pressures, Future of Financial Advice, Leadership, Measures of Success, Mindsets, Professionalism
I reckon financial advice industry is entering a new phase of professionalism and opportunity, only everyone doesn’t seem that excited about it. As with any change there are many advice licensees and practices that refuse to embrace anything new and evolve. No matter...
by Jim Stackpool | Feb 25, 2013 | Client Meetings, Consultative Approach, Leadership, Measures of Success, Meetings, Mindsets
What are we meant to do? I mean in our role as financial services professionals, what is our immediate focus when in front of our clients? Help the ambitious business owner get another extension to their overdraft , or help them restrain their financial ambitions and...
by Jim Stackpool | Jan 12, 2012 | Business Performance, Consultative Approach, Measures of Success, Selling Your Business, Value Proposition
You might be considered a tad strange if you wanted to see the surgeon’s scalpel before selecting her as the one to get your dicky knee working again. Why then do we do this when positioning our financial advice? Matt, a great young adviser from Perth, said to me last...
