by Jim Stackpool | Jun 30, 2021 | Case Studies, growth, Growth Stress, Mindsets, Priorities, Uncertainty
Jeff used to be ambitious. But now it is more frustration. Just as his advice business was about to attain a projected revenue growth set years prior, it wasn’t the sort of growth he was enjoying. He was the young principal with three partners in a $3 million...
by Jim Stackpool | Oct 19, 2020 | Best Interests, Future of Financial Advice, Hayne Royal Commission, Leadership, Mindsets
Read the latest October 2020 Guidelines for FASEA? I initially expected these guidelines might provide the “rail lines” for advisory firms to align their growth. Thanks to an extraordinary 2020, advisory firms are seeking as much probability and clarity as...
by Jim Stackpool | Aug 26, 2020 | Advice Clients, Best Interests, Business Performance, Certainty Advice, Client Offerings, Consultative Approach, Covid-19, fakeadvice, Future of Financial Advice, Leadership, Mindsets, Value of Advice
I love flying. Always have. Long flights, short trips, big planes, tiny ones, hang-gliders, choppers. When I was a kid, Dad would sometimes drive out to a small park on the Cooks River which bordered Mascot airport to watch the arrivals and departures. From there you...
by Jim Stackpool | Jul 14, 2020 | Client Offerings, Future of Financial Advice, Leadership, Mindsets, Value Proposition
Would you regard a product recommendation from a Toyota dealer or Apple store as ‘advice’? Do you think bias makes a recommendation less valuable? Do you think it matters? Consider the ‘advice’ members of Australia’s second largest Superannuation Fund – QSuper – will...
by Jim Stackpool | Apr 1, 2020 | Advice Clients, Consultative Approach, crisis management, Financial Stress, Leadership, Mindsets, Value Proposition
Health care is being re-defined. Massive innovation, collaboration, education, distribution, awareness, exhaustion. And bravery. Bravery continuing to serve the best health interests of patients, co-workers, community, and own family members while risking their own...
by Jim Stackpool | Feb 9, 2020 | Business Performance, Certainty Advice, Future of Financial Advice, Leadership, Mindsets, Professionalism, Success Stories, Successful On Purpose, Talent, Value of Advice, Value Proposition
“There’s so much opportunity for financial advisers in today’s market”. Samantha Albiez is Senior Adviser with Bravium, a self-licensed boutique advisory firm in downtown Braddon, Canberra. The firm specialises in SME owners, young families, busy professionals and...
