by Jim Stackpool | Jan 20, 2022 | Best Interests, Future of Financial Advice, Leadership, Mindsets, Uncategorized, Value Proposition
“…a skinny Black girl descended from slaves and raised by a single mother can dream of becoming president only to find herself reciting for one.” Flexibility is the new leadership means for advisory teams driving for prosperity in 2022. Particularly...
by Jim Stackpool | Oct 21, 2021 | Advice is not a Product, Delivering Value, FSC, future of advice, Future of Financial Advice, Hayne Royal Commission, Mindsets, Professionalism, Regulators, Royal Commission, Separation of advice from product, Value of Advice
On Thursday, 7th February 2017, Scott Morrison, then Federal Treasurer, started question time in our parliament holding a piece of coal aloft. It was a pre-election stunt to draw attention to his Government’s commitment to Australia’s coal mining sector....
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...
