by Jim Stackpool | Jul 21, 2021 | Pricing Advice, Quote-To-Quote, Transformations, Transformative Advice, Uncategorized
Pre-covid, a client of mine was approached by one of their clients seeking assistance with a repatriation of business operations of a family member in Barcelona back to Australia. They sought to merge some of their fashion and textiles operations in Spain back to...
by Jim Stackpool | Jun 1, 2021 | Client Offerings, Fee For Service, Ongoing Relationships, Pricing Advice, Uncategorized, Value Proposition
Access Price is similar to the fees I pay each year to my golf club. Regardless if I play once a year or multiple times a year, I need to pay this fee to gain access to the club, course and facilities. The access fee does not provide for lessons, special competition...
by Jim Stackpool | Jan 20, 2021 | Advice Clients, Business Performance, Business Planning, Client Offerings, Consultative Approach, Fee For Service, Pricing Advice, value, Value of Advice
Imagine a hole-buyer and a hole-digger met at the local hotel to discuss a much-sought-after hole. After a few drinks, the job is agreed with the digger starting as soon as possible. Next day the digger is on-site unloading the digging gear out the back of the digging...
by Jim Stackpool | Jan 30, 2020 | Advice Clients, Certainty Advice, Client Offerings, Future of Financial Advice, Hayne Royal Commission, language, Pricing Advice, Royal Commission, Value Proposition
People don’t want more choices – they want to be more confident in the choices they make. Read NYU’s Professor Galloway’s musings? Easy read, makes sense, consistently clarifies some things for me. I’m presenting a model of advice in this blog. It’s for clients and...
by Jim Stackpool | Jan 21, 2020 | Advice Clients, Best Interests, Client Care, Client Offerings, Fee For Service, Future of Financial Advice, Pricing Advice, Value of Advice, Value Proposition
When’s the last time you paid a fair & reasonable price for something? This morning’s coffee? When you last filled your car? Your last holiday? Your special person’s Christmas present? Your donation to a bushfire cause? We make fair & reasonable decisions all...
by Jim Stackpool | Oct 30, 2019 | Best Interests, Certainty Advice, Client Offerings, Competitive pressures, Conflict of Interest, Consultative Approach, Financial Complexity, Future of Financial Advice, Measures of Success, Mindsets, Pricing Advice, Value of Advice
Read Good Walk Spoiled? I reckon it’s a great book. It’s about golf, but really a story about characters. Characters under pressure. That’s golf – either a casual hit or a classic test of character. At the highest levels of the game, the classic tests can be...
