by Jim Stackpool | May 26, 2021 | Advice Clients, Best Interests, Business Performance, client conversations, Client Meetings, Client Offerings, Measures of Success, Meetings, Ongoing Relationships, Priorities, Uncategorized, value, Wealth Management
What kryptonite was to Superman, disrespect is to advice relationships. A few months ago one of my clients engaged a significant advice client. Prior to engaging, I worked with them to assist in the engagement and pricing. The prospect represented the type of advice...
by Jim Stackpool | Sep 20, 2018 | Advice Clients, Advice Products, advisers v distributors, Certainty Advice, language, Meetings, Mindsets
How do you know you’re having good financial advice conversations? What are the things to listen out for, to query, or to notice to confirm you having good advice conversations to ensure you’re on track for your best possible financial...
by Jim Stackpool | Mar 5, 2018 | Client Meetings, Client Offerings, Consultative Approach, Engagements, Meetings, Successful On Purpose
What are the secrets to consistent and successful delivery of your most important client meetings? Firstly, rapport-building is over-rated. Whilst I agree that rapport provides a vital oil between all successful relationships, I reckon too many advisers use rapport...
by Jim Stackpool | Feb 6, 2018 | Client Meetings, Competitive pressures, Engagements, language, Meetings, Professionalism, Uncertainty, Value Proposition
Interested in fast-tracking your team’s understanding of client value by at least 50% in just a month? I’m serious. I appreciate your business training and development is already a priority, but is it focused on the ‘heart’ of your advice...
by Jim Stackpool | May 30, 2017 | Advice Clients, Client Meetings, Consultative Approach, Leadership, Meetings, Value Proposition
While money is the most pressing problem to all our clients, it’s surprising how few Australians are engaged in the financial advice industry. How can the same industry devoted to helping people make sound decisions around money turn everyone off so much? I believe...
by Jim Stackpool | Jun 29, 2015 | Advice Clients, Client Meetings, Client Offerings, Consultative Approach, Engagements, Leadership, Meetings
Great financial advice isn’t about the money – it’s about something much more meaningful. Great advice is about taking clients to places they haven’t been. Great advice is about helping clients manage their un-manageable things. Unfortunately though, when it comes to...
