by Jim Stackpool | Jul 18, 2024 | Advice Conversations, Advice is not a Product, Best Interests, best practice, Certainty Advice, future of advice, Future of Financial Advice, Measures of Success, Mindsets, perfectionism, Professionalism, Value of Advice, Value Proposition
I have a weird memory. Particularly for far too many old TV ads. Joe the Gadget man. You need Palmolive Gold. Mrs Marsh’s Chalk. Louie the Fly. It gets weirder. Sometimes, my brain replays, re-visualising an old commercial during random conversations. This happened...
by Jim Stackpool | May 1, 2024 | Advice Conversations, advice skills, Business Performance, Certainty Advice, CERTISTICS, client conversations, Client Meetings, Client Offerings, Consistent, Consultative Approach, Impact, Measures of Success, Methodical, Mindsets, Quality Advice, Successful On Purpose, Value Proposition
We listen to a lot of adviser-client Discovery conversations. That’s our job. We can’t transform advice skills without working deep into the details of what’s said in client meetings, which only recordings of Discovery and Engagement conversations can provide....
by Jim Stackpool | Mar 20, 2024 | Advice is not a Product, Best Interests, Certainty Advice, Greater Good, Growth Stress, Mindsets, Rugged Individualist, Serve the Greater Good
Molly recently cared for a client facing an unexpected life-changing decision to move directly from a hospital stay into a nursing home. Going home was not an option. It was a challenging situation at the best of times, but in this case, it became heart-rending when...
by Jim Stackpool | Dec 19, 2022 | Advice is not a Product, Business Performance, Business Planning, Future of Financial Advice, growth, Growth Stress, Leadership, Mindsets, Separation of advice from product, Value of Advice, Value Proposition
Advisers thrive because they anticipate, worry, prepare and manage complex client issues. Good advisers are masters at it. Great advisers are masters at doing the same for themselves. There are several hurdles facing advisory firms in 2023 – for advisory teams...
by Jim Stackpool | Nov 24, 2022 | Advice is not a Product, best practice, Business Planning, Client Offerings, future of advice, Future of Financial Advice, Leadership, Mindsets, Pricing Advice, valuable advice, Value of Advice, Value Proposition, What Price Value
We’ve been looking at rural properties. One near Little Hartley looks special. Why? It sounds ridiculous, but it’s the driveway. It has a long, winding, tree-lined driveway lined with well-established liquid ambers. As you near the home, the trees open...
by Jim Stackpool | Nov 17, 2022 | Advice Conversations, advice skills, adviser fees, best practice, Business Performance, Business Planning, Career Management, Case Studies, Certainty Advice, CERTISTICS, Client Meetings, Client Offerings, Consistent, Consultative Approach, Delivering Value, Financial Complexity, Financial Paths, Future of Financial Advice, Leadership, Meetings, Methodical, Mindsets, Productivity, Professionalism, Profitability, Quality Advice, Serve the Greater Good, skills, valuable advice, Value of Advice, Value Proposition
A tell-tale our family is on holiday is a jigsaw puzzle. A Stackpool holiday isn’t a holiday without a tricky new puzzle. The puzzling can take all holidays, with the puzzle spot remaining frustratingly off-limits for non-puzzling activities until the puzzle has...
