by Jim Stackpool | Jun 16, 2020 | Covid-19, Planning, Talent, Uncategorized, Uncertainty, value, Value of Advice, Value Proposition
My son is addicted to art. Big time. Turn your back on him and he’s sketching something, leaving trails of charcoal fingerprints in unlikely places, getting lost in his own space. Even since he was five, his art has been his bliss (and frustration). Is his work...
by Jim Stackpool | Jun 13, 2019 | Best Interests, Client Offerings, Consultative Approach, Hayne Royal Commission, Hidden Pricing, Planning, Pricing Advice, Professionalism, Value Proposition, Wealth Management
My eldest daughter loved her first job. It was in our local video store during her last years at high school. Way back, she was always the one we had to drag out of the place by the collar of her Wiggles dressing gown every family video night. Her joy working there...
by Jim Stackpool | Apr 14, 2014 | Leadership, Mindsets, Planning, Talent
Ready? Are we ever ready for new things? In retrospect, don’t all of our attempts at new things suck initially? Were you ready for your first child? Were you ready for your first ever client? Were you ready for your first ever employee? Were you ready for the...
by Jim Stackpool | Nov 3, 2011 | Benchmarks, Business Performance, Measures of Success, Planning
Do you know your numbers? I’m amazed how well advisers know the “numbers” (i.e. portfolio balances, sums insured, cash flow balances) in the lives of their clients yet pay a fraction of attention to the “numbers” in their own business lives. I’ve long been a fan of...
by Jim Stackpool | Sep 21, 2011 | Financial Complexity, Future of Financial Advice, Leadership, Planning, Uncertainty, Value Proposition
The proposition of first choice for financial advisers must surely be uncertainty itself. We’re at a tipping point on so many fronts that the only certainty for the financial lives of our clients seems to be continued uncertainty in their financial lives. On one front...
by Jim Stackpool | Jun 3, 2011 | Business Performance, Future of Financial Advice, Planning
In Reflections on Advice – Part 1, we examined where the financial marketplace is heading following the latest release of details surrounding the proposed Future of Financial Advice (FOFA) legislation. We’ll now look at the other two issues we said every Australian...
